North Star Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.78M | Hold |
27,209
| – | – | 0.23% | 100 |
|
|
2025
Q4 | $3.8M | Buy |
27,209
+4
| +0% | +$532 | 0.24% | 92 |
|
|
2025
Q3 | $3.6M | Hold |
27,205
| – | – | 0.23% | 97 |
|
|
2025
Q2 | $3.37M | Hold |
27,205
| – | – | 0.24% | 106 |
|
|
2025
Q1 | $3.06M | Buy |
27,205
+219
| +0.8% | +$27.1K | 0.22% | 116 |
|
|
2024
Q4 | $3.37M | Sell |
26,986
-759
| -3% | -$93.8K | 0.23% | 103 |
|
|
2024
Q3 | $3.01M | Sell |
27,745
-1,831
| -6% | -$191K | 0.21% | 118 |
|
|
2024
Q2 | $2.92M | Sell |
29,576
-388
| -1% | -$38K | 0.21% | 112 |
|
|
2024
Q1 | $3.13M | Sell |
29,964
-16,242
| -35% | -$1.57M | 0.22% | 117 |
|
|
2023
Q4 | $4.29M | Buy |
46,206
+2,179
| +5% | +$180K | 0.33% | 79 |
|
|
2023
Q3 | $3.32M | Sell |
44,027
-819
| -2% | -$64.4K | 0.28% | 90 |
|
|
2023
Q2 | $3.26M | Sell |
44,846
-75
| -0.2% | -$5.11K | 0.26% | 98 |
|
|
2023
Q1 | $3.28M | Buy |
44,921
+1,100
| +3% | +$94.1K | 0.27% | 97 |
|
|
2022
Q4 | $3.7M | Hold |
43,821
| – | – | 0.33% | 80 |
|
|
2022
Q3 | $3.57M | Hold |
43,821
| – | – | 0.35% | 66 |
|
|
2022
Q2 | $3.51M | Sell |
43,821
-1,000
| -2% | -$86.1K | 0.32% | 79 |
|
|
2022
Q1 | $4.17M | Sell |
44,821
-250
| -0.6% | -$24.4K | 0.32% | 77 |
|
|
2021
Q4 | $4.09M | Sell |
45,071
-2,750
| -6% | -$245K | 0.29% | 81 |
|
|
2021
Q3 | $3.84M | Hold |
47,821
| – | – | 0.31% | 79 |
|
|
2021
Q2 | $3.62M | Sell |
47,821
-4,999
| -9% | -$391K | 0.29% | 86 |
|
|
2021
Q1 | $4M | Buy |
52,820
+1
| +0% | +$71 | 0.38% | 71 |
|
|
2020
Q4 | $3.23M | Buy |
52,819
+11,858
| +29% | +$638K | 0.34% | 79 |
|
|
2020
Q3 | $1.64M | Buy |
40,961
+40,861
| +40,861% | +$1.75M | 0.19% | 120 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 859 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 897 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6.63K | ﹤0.01% | 907 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$7K | – | 944 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 884 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 859 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 879 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 882 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 866 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 858 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 880 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2017
Q1 | $7K | Buy |
+100
| New | +$7.18K | ﹤0.01% | 851 |
|
|
2015
Q4 | – | Sell |
-180
| Closed | -$10K | – | 854 |
|
|
2015
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 618 |
|
|
2015
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 614 |
|
|
2015
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 642 |
|
|
2014
Q4 | $8K | Buy |
+180
| New | +$8.15K | ﹤0.01% | 640 |
|
Other funds holding WTFC
VPM
VCM
North Star Investment Management's WTFC Position: Q1 2026 in Review
North Star Investment Management held its Wintrust Financial (WTFC) position steady in Q1 2026 at 27,209 shares worth $3.78M. The position accounts for 0.23% of the portfolio, ranked #100.
North Star Investment Management first reported a position in WTFC in Q4 2014 and has held it in 40 quarters since. The position peaked at $4.29M in Q4 2023. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.
- North Star Investment Management held 27,209 shares of Wintrust Financial worth $3.78M as of Q1 2026.
- North Star Investment Management left its Wintrust Financial share count unchanged in Q1 2026.
- Wintrust Financial made up 0.23% of North Star Investment Management's portfolio in Q1 2026, its #100 holding.
- North Star Investment Management first reported a position in Wintrust Financial in Q4 2014 and has held it in 40 quarters since.
- North Star Investment Management's Wintrust Financial position peaked at $4.29M in Q4 2023.
- 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.