PMC FIG Opportunities’s Wintrust Financial WTFC Stock Holding History

PMC FIG Opportunities’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	$2.74M	Buy	+17,070	New	+$2.57M	4.38%	4
2023 Q3	–	Sell	-20,000	Closed	-$1.45M	–	35
2023 Q2	$1.45M	Buy	20,000 +3,000	+18%	+$205K	8.17%	1
2023 Q1	$1.24M	Sell	17,000 -500	-3%	-$42.8K	7.91%	3
2022 Q4	$1.48M	Buy	17,500 +1,500	+9%	+$132K	7.35%	2
2022 Q3	$1.3M	Buy	16,000 +3,000	+23%	+$255K	7.25%	2
2022 Q2	$1.04M	Buy	+13,000	New	+$1.12M	5.86%	5

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

PMC FIG Opportunities's WTFC Position: Q2 2026 in Review

PMC FIG Opportunities opened a new position in Wintrust Financial (WTFC) in Q2 2026: 17,070 shares worth $2.74M. The stake represents 4.38% of the portfolio and ranks #4 among its holdings. This is a return to the name: PMC FIG Opportunities previously reported a position in WTFC as recently as Q2 2023.

PMC FIG Opportunities first reported a position in WTFC in Q2 2022 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

PMC FIG Opportunities held 17,070 shares of Wintrust Financial worth $2.74M as of Q2 2026.
Wintrust Financial was a new PMC FIG Opportunities position in Q2 2026.
Wintrust Financial made up 4.38% of PMC FIG Opportunities's portfolio in Q2 2026, its #4 holding.
PMC FIG Opportunities first reported a position in Wintrust Financial in Q2 2022 and has held it in 6 quarters since.
598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on PMC FIG Opportunities's 13F filing for Q2 2026, filed 14 Aug 2026.