PharVision Advisers’s Wintrust Financial WTFC Stock Holding History

PharVision Advisers’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 Q3	$203K	Buy	+1,431	New	+$223K	8.24%	4

Other funds holding WTFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

PharVision Advisers's WTFC Position: Q3 2026 in Review

PharVision Advisers opened a new position in Wintrust Financial (WTFC) in Q3 2026: 1,431 shares worth $203K. The stake represents 8.24% of the portfolio and ranks #4 among its holdings.

263 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

PharVision Advisers held 1,431 shares of Wintrust Financial worth $203K as of Q3 2026.
Wintrust Financial was a new PharVision Advisers position in Q3 2026.
Wintrust Financial made up 8.24% of PharVision Advisers's portfolio in Q3 2026, its #4 holding.
263 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on PharVision Advisers's 13F filing for Q3 2026, filed 29 Oct 2026.