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Princeton Capital Management’s Wintrust Financial WTFC Stock Holding History

Princeton Capital Management’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 		$558K Hold
3,472
– – 0.13% 73
2026
Q1 		$482K Hold
3,472
– – 0.13% 71
2025
Q4 		$485K Buy
3,472
+400
+13% +$53.2K 0.13% 74
2025
Q3 		$407K Hold
3,072
– – 0.11% 79
2025
Q2 		$381K Buy
3,072
+500
+19% +$57.3K 0.11% 78
2025
Q1 		$289K Hold
2,572
– – 0.1% 83
2024
Q4 		$321K Hold
2,572
– – 0.1% 75
2024
Q3 		$279K Buy
2,572
+500
+24% +$52.1K 0.09% 77
2024
Q2 		$204K Buy
+2,072
New +$203K 0.07% 97

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

Princeton Capital Management's WTFC Position: Q2 2026 in Review

Princeton Capital Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 3,472 shares worth $558K. The position accounts for 0.13% of the portfolio, ranked #73.

Princeton Capital Management first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Princeton Capital Management held 3,472 shares of Wintrust Financial worth $558K as of Q2 2026.
  • Princeton Capital Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.13% of Princeton Capital Management's portfolio in Q2 2026, its #73 holding.
  • Princeton Capital Management first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.