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Park Square Financial Group’s Wintrust Financial WTFC Stock Holding History

Park Square Financial Group’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
Q1 		$4.17K Buy
+30
New +$4.35K 0.03% 158
2025
Q4 		– Sell
-85
Closed -$11.3K – 308
2025
Q3 		$11.3K Sell
85
-1
-1% -$132 0.05% 150
2025
Q2 		$10.7K Buy
+86
New +$9.86K 0.01% 580
2025
Q1 		– Sell
-27
Closed -$3.37K – 1050
2024
Q4 		$3.37K Buy
+27
New +$3.33K ﹤0.01% 767

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Park Square Financial Group's WTFC Position: Q1 2026 in Review

Park Square Financial Group opened a new position in Wintrust Financial (WTFC) in Q1 2026: 30 shares worth $4.17K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in WTFC as recently as Q3 2025.

Park Square Financial Group first reported a position in WTFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.3K in Q3 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Park Square Financial Group held 30 shares of Wintrust Financial worth $4.17K as of Q1 2026.
  • Wintrust Financial was a new Park Square Financial Group position in Q1 2026.
  • Wintrust Financial made up 0.03% of Park Square Financial Group's portfolio in Q1 2026, its #158 holding.
  • Park Square Financial Group first reported a position in Wintrust Financial in Q4 2024 and has held it in 4 quarters since.
  • Park Square Financial Group's Wintrust Financial position peaked at $11.3K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.