PWPS
WTFC icon

Pinnacle Wealth Planning Services’s Wintrust Financial WTFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$77.1K Sell
480
-47
-9% -$7.07K 0.01% 1022
2026
Q1 		$73.2K Sell
527
-191
-27% -$27.7K 0.01% 988
2025
Q4 		$100K Buy
+718
New +$95.5K 0.01% 789
2021
Q1 		– Sell
-7
Closed – – 1970
2020
Q4 		$0 Buy
+7
New +$377 ﹤0.01% 2319

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

Pinnacle Wealth Planning Services's WTFC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Wintrust Financial (WTFC) stake by 8.9% in Q2 2026, selling an estimated $7.07K and leaving 480 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #1022.

Pinnacle Wealth Planning Services first reported a position in WTFC in Q4 2020 and has held it in 4 quarters since. The position peaked at $100K in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 480 shares of Wintrust Financial worth $77.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 47 Wintrust Financial shares in Q2 2026, an estimated $7.07K.
  • Wintrust Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1022 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wintrust Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Wintrust Financial position peaked at $100K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.