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Norris Perne & French’s Wintrust Financial WTFC Stock Holding History

Norris Perne & French’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Hold
10,169
– – 0.1% 67
2026
Q1 		$1.41M Sell
10,169
-639
-6% -$92.6K 0.09% 67
2025
Q4 		$1.51M Buy
10,808
+430
+4% +$57.2K 0.1% 70
2025
Q3 		$1.37M Hold
10,378
– – 0.1% 74
2025
Q2 		$1.29M Hold
10,378
– – 0.09% 75
2025
Q1 		$1.17M Sell
10,378
-27
-0.3% -$3.34K 0.09% 72
2024
Q4 		$1.3M Sell
10,405
-2,057
-17% -$254K 0.09% 67
2024
Q3 		$1.35M Buy
+12,462
New +$1.3M 0.09% 71

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norris Perne & French's WTFC Position: Q2 2026 in Review

Norris Perne & French held its Wintrust Financial (WTFC) position steady in Q2 2026 at 10,169 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #67.

Norris Perne & French first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Norris Perne & French held 10,169 shares of Wintrust Financial worth $1.63M as of Q2 2026.
  • Norris Perne & French left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.1% of Norris Perne & French's portfolio in Q2 2026, its #67 holding.
  • Norris Perne & French first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.