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Parallel Advisors’s Wintrust Financial WTFC Stock Holding History

Parallel Advisors’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 		$153K Sell
949
-27
-3% -$4.06K ﹤0.01% 1442
2026
Q1 		$136K Buy
976
+70
+8% +$10.1K ﹤0.01% 1401
2025
Q4 		$127K Buy
906
+550
+154% +$73.1K ﹤0.01% 1339
2025
Q3 		$47.2K Sell
356
-36
-9% -$4.75K ﹤0.01% 1828
2025
Q2 		$48.6K Sell
392
-201
-34% -$23.1K ﹤0.01% 1740
2025
Q1 		$66.7K Buy
593
+150
+34% +$18.5K ﹤0.01% 1472
2024
Q4 		$55.3K Buy
443
+72
+19% +$8.89K ﹤0.01% 1581
2024
Q3 		$40.3K Sell
371
-1
-0.3% -$104 ﹤0.01% 1745
2024
Q2 		$36.7K Buy
372
+4
+1% +$392 ﹤0.01% 1680
2024
Q1 		$38.4K Buy
368
+35
+11% +$3.38K ﹤0.01% 1627
2023
Q4 		$30.9K Sell
333
-256
-43% -$21.2K ﹤0.01% 1673
2023
Q3 		$44.5K Sell
589
-18
-3% -$1.42K ﹤0.01% 1449
2023
Q2 		$44.1K Buy
607
+27
+5% +$1.84K ﹤0.01% 1464
2023
Q1 		$42.4K Buy
580
+308
+113% +$26.3K ﹤0.01% 1457
2022
Q4 		$23K Sell
272
-53
-16% -$4.68K ﹤0.01% 1652
2022
Q3 		$26K Sell
325
-7
-2% -$594 ﹤0.01% 1573
2022
Q2 		$27K Sell
332
-45
-12% -$3.88K ﹤0.01% 1537
2022
Q1 		$36K Sell
377
-24
-6% -$2.34K ﹤0.01% 1444
2021
Q4 		$36K Buy
401
+25
+7% +$2.23K ﹤0.01% 1517
2021
Q3 		$30K Buy
376
+7
+2% +$517 ﹤0.01% 1540
2021
Q2 		$28K Hold
369
– – ﹤0.01% 1517
2021
Q1 		$28K Hold
369
– – ﹤0.01% 1451
2020
Q4 		$23K Sell
369
-321
-47% -$17.3K ﹤0.01% 1422
2020
Q3 		$28K Sell
690
-311
-31% -$13.3K ﹤0.01% 1310
2020
Q2 		$43K Buy
1,001
+44
+5% +$1.76K ﹤0.01% 1111
2020
Q1 		$31K Buy
+957
New +$53.1K ﹤0.01% 1125

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parallel Advisors's WTFC Position: Q2 2026 in Review

Parallel Advisors reduced its Wintrust Financial (WTFC) stake by 2.8% in Q2 2026, selling an estimated $4.06K and leaving 949 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Parallel Advisors first reported a position in WTFC in Q1 2020 and has held it in 26 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Parallel Advisors held 949 shares of Wintrust Financial worth $153K as of Q2 2026.
  • Parallel Advisors sold 27 Wintrust Financial shares in Q2 2026, an estimated $4.06K.
  • Wintrust Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1442 holding.
  • Parallel Advisors first reported a position in Wintrust Financial in Q1 2020 and has held it in 26 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.