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 Q2	$2.41K	Sell	15 -15	-50%	-$2.26K	0.02%	157
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 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

Park Square Financial Group's WTFC Position: Q2 2026 in Review

Park Square Financial Group reduced its Wintrust Financial (WTFC) stake by 50% in Q2 2026, selling an estimated $2.26K and leaving 15 shares worth $2.41K. The position accounts for 0.02% of the portfolio, ranked #157.

Park Square Financial Group first reported a position in WTFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $11.3K in Q3 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Park Square Financial Group held 15 shares of Wintrust Financial worth $2.41K as of Q2 2026.
Park Square Financial Group sold 15 Wintrust Financial shares in Q2 2026, an estimated $2.26K.
Wintrust Financial made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #157 holding.
Park Square Financial Group first reported a position in Wintrust Financial in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's Wintrust Financial position peaked at $11.3K in Q3 2025.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.