Panagora Asset Management’s Wintrust Financial WTFC Stock Holding History

Panagora Asset Management’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	$1.97M	Buy	+12,280	New	+$1.85M	0.01%	627
2025 Q2	–	Sell	-5,805	Closed	-$653K	–	1224
2025 Q1	$653K	Hold	5,805	–	–	﹤0.01%	746
2024 Q4	$724K	Sell	5,805 -6	-0.1%	-$741	﹤0.01%	737
2024 Q3	$631K	Buy	+5,811	New	+$606K	﹤0.01%	862
2024 Q1	–	Sell	-11,847	Closed	-$1.1M	–	1267
2023 Q4	$1.1M	Buy	+11,847	New	+$979K	0.01%	774
2022 Q1	–	Sell	-111,074	Closed	-$10.1M	–	1615
2021 Q4	$10.1M	Sell	111,074 -1,733	-2%	-$155K	0.05%	293
2021 Q3	$9.07M	Sell	112,807 -2,030	-2%	-$150K	0.05%	312
2021 Q2	$8.69M	Sell	114,837 -2,043	-2%	-$160K	0.05%	330
2021 Q1	$8.86M	Buy	+116,880	New	+$8.35M	0.05%	332
2019 Q3	–	Sell	-2,400	Closed	-$176K	–	2645
2019 Q2	$176K	Buy	+2,400	New	+$175K	﹤0.01%	1828
2017 Q4	–	Sell	-2,496	Closed	-$195K	–	2360
2017 Q3	$195K	Hold	2,496	–	–	﹤0.01%	1691
2017 Q2	$191K	Buy	+2,496	New	+$179K	﹤0.01%	1672

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Panagora Asset Management's WTFC Position: Q2 2026 in Review

Panagora Asset Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 12,280 shares worth $1.97M. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in WTFC as recently as Q1 2025.

Panagora Asset Management first reported a position in WTFC in Q2 2017 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2021. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Panagora Asset Management held 12,280 shares of Wintrust Financial worth $1.97M as of Q2 2026.
Wintrust Financial was a new Panagora Asset Management position in Q2 2026.
Wintrust Financial made up 0.01% of Panagora Asset Management's portfolio in Q2 2026, its #627 holding.
Panagora Asset Management first reported a position in Wintrust Financial in Q2 2017 and has held it in 12 quarters since.
Panagora Asset Management's Wintrust Financial position peaked at $10.1M in Q4 2021.
598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.