Pekin Hardy Strauss’s Wintrust Financial WTFC Stock Holding History

Pekin Hardy Strauss’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	$660K	Hold	4,750	–	–	0.07%	267
2025 Q4	$664K	Hold	4,750	–	–	0.06%	247
2025 Q3	$629K	Hold	4,750	–	–	0.06%	233
2025 Q2	$589K	Sell	4,750 -1,000	-17%	-$115K	0.07%	228
2025 Q1	$647K	Hold	5,750	–	–	0.08%	211
2024 Q4	$717K	Hold	5,750	–	–	0.09%	200
2024 Q3	$624K	Hold	5,750	–	–	0.08%	216
2024 Q2	$567K	Hold	5,750	–	–	0.08%	205
2024 Q1	$600K	Buy	5,750 +2,000	+53%	+$193K	0.08%	199
2023 Q4	$348K	Hold	3,750	–	–	0.05%	236
2023 Q3	$283K	Hold	3,750	–	–	0.04%	241
2023 Q2	$272K	Buy	+3,750	New	+$256K	0.03%	252

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pekin Hardy Strauss's WTFC Position: Q1 2026 in Review

Pekin Hardy Strauss held its Wintrust Financial (WTFC) position steady in Q1 2026 at 4,750 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #267.

Pekin Hardy Strauss first reported a position in WTFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $717K in Q4 2024. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Pekin Hardy Strauss held 4,750 shares of Wintrust Financial worth $660K as of Q1 2026.
Pekin Hardy Strauss left its Wintrust Financial share count unchanged in Q1 2026.
Wintrust Financial made up 0.07% of Pekin Hardy Strauss's portfolio in Q1 2026, its #267 holding.
Pekin Hardy Strauss first reported a position in Wintrust Financial in Q2 2023 and has held it in 12 quarters since.
Pekin Hardy Strauss's Wintrust Financial position peaked at $717K in Q4 2024.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.