Principal Financial Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $200M | Sell |
1,246,124
-19,676
| -2% | -$2.96M | 0.1% | 192 |
|
|
2026
Q1 | $176M | Sell |
1,265,800
-7,057
| -0.6% | -$1.02M | 0.09% | 199 |
|
|
2025
Q4 | $178M | Sell |
1,272,857
-27,377
| -2% | -$3.64M | 0.09% | 201 |
|
|
2025
Q3 | $172M | Buy |
1,300,234
+75,155
| +6% | +$9.92M | 0.09% | 197 |
|
|
2025
Q2 | $152M | Buy |
1,225,079
+12,989
| +1% | +$1.49M | 0.08% | 214 |
|
|
2025
Q1 | $136M | Sell |
1,212,090
-89,102
| -7% | -$11M | 0.08% | 217 |
|
|
2024
Q4 | $162M | Sell |
1,301,192
-7,062
| -0.5% | -$872K | 0.09% | 198 |
|
|
2024
Q3 | $142M | Buy |
1,308,254
+133,311
| +11% | +$13.9M | 0.08% | 222 |
|
|
2024
Q2 | $116M | Sell |
1,174,943
-155,320
| -12% | -$15.2M | 0.07% | 230 |
|
|
2024
Q1 | $139M | Buy |
1,330,263
+469,640
| +55% | +$45.3M | 0.08% | 210 |
|
|
2023
Q4 | $79.8M | Buy |
860,623
+497,065
| +137% | +$41.1M | 0.05% | 307 |
|
|
2023
Q3 | $27.4M | Buy |
363,558
+133,809
| +58% | +$10.5M | 0.02% | 631 |
|
|
2023
Q2 | $16.7M | Sell |
229,749
-10,662
| -4% | -$727K | 0.01% | 954 |
|
|
2023
Q1 | $17.5M | Sell |
240,411
-19,271
| -7% | -$1.65M | 0.01% | 927 |
|
|
2022
Q4 | $21.9M | Buy |
259,682
+22,950
| +10% | +$2.03M | 0.02% | 761 |
|
|
2022
Q3 | $19.3M | Sell |
236,732
-4,532
| -2% | -$385K | 0.02% | 792 |
|
|
2022
Q2 | $19.3M | Buy |
241,264
+43,127
| +22% | +$3.71M | 0.01% | 835 |
|
|
2022
Q1 | $18.4M | Buy |
198,137
+4,391
| +2% | +$428K | 0.01% | 976 |
|
|
2021
Q4 | $17.6M | Sell |
193,746
-114,379
| -37% | -$10.2M | 0.01% | 1046 |
|
|
2021
Q3 | $24.8M | Buy |
308,125
+412
| +0.1% | +$30.4K | 0.02% | 778 |
|
|
2021
Q2 | $23.3M | Buy |
307,713
+52,770
| +21% | +$4.12M | 0.02% | 856 |
|
|
2021
Q1 | $19.3M | Buy |
254,943
+30,786
| +14% | +$2.2M | 0.01% | 942 |
|
|
2020
Q4 | $13.7M | Sell |
224,157
-21,188
| -9% | -$1.14M | 0.01% | 1042 |
|
|
2020
Q3 | $9.83M | Buy |
245,345
+26,416
| +12% | +$1.13M | 0.01% | 1084 |
|
|
2020
Q2 | $9.55M | Buy |
218,929
+43,865
| +25% | +$1.75M | 0.01% | 1085 |
|
|
2020
Q1 | $5.75M | Sell |
175,064
-72,381
| -29% | -$4.02M | 0.01% | 1213 |
|
|
2019
Q4 | $17.5M | Buy |
247,445
+1,113
| +0.5% | +$74.2K | 0.01% | 897 |
|
|
2019
Q3 | $15.9M | Sell |
246,332
-4,249
| -2% | -$282K | 0.01% | 937 |
|
|
2019
Q2 | $18.3M | Sell |
250,581
-44
| -0% | -$3.21K | 0.02% | 829 |
|
|
2019
Q1 | $16.9M | Buy |
250,625
+2,162
| +0.9% | +$154K | 0.02% | 903 |
|
|
2018
Q4 | $16.5M | Sell |
248,463
-3,884
| -2% | -$295K | 0.02% | 829 |
|
|
2018
Q3 | $21.4M | Buy |
252,347
+2,768
| +1% | +$246K | 0.02% | 807 |
|
|
2018
Q2 | $21.7M | Buy |
249,579
+2,381
| +1% | +$219K | 0.02% | 774 |
|
|
2018
Q1 | $21.3M | Buy |
247,198
+7,556
| +3% | +$651K | 0.02% | 752 |
|
|
2017
Q4 | $19.7M | Buy |
239,642
+519
| +0.2% | +$41.8K | 0.02% | 831 |
|
|
2017
Q3 | $18.7M | Buy |
239,123
+1,016
| +0.4% | +$75.5K | 0.02% | 827 |
|
|
2017
Q2 | $18.2M | Buy |
238,107
+25,798
| +12% | +$1.85M | 0.02% | 820 |
|
|
2017
Q1 | $14.7M | Sell |
212,309
-178,123
| -46% | -$12.8M | 0.02% | 930 |
|
|
2016
Q4 | $28.3M | Buy |
390,432
+6,220
| +2% | +$386K | 0.04% | 526 |
|
|
2016
Q3 | $21.4M | Sell |
384,212
-178,531
| -32% | -$9.61M | 0.03% | 614 |
|
|
2016
Q2 | $28.7M | Sell |
562,743
-45,799
| -8% | -$2.29M | 0.04% | 454 |
|
|
2016
Q1 | $27M | Sell |
608,542
-81,495
| -12% | -$3.49M | 0.04% | 452 |
|
|
2015
Q4 | $33.5M | Sell |
690,037
-1,271
| -0.2% | -$64.9K | 0.05% | 359 |
|
|
2015
Q3 | $36.9M | Buy |
691,308
+4,366
| +0.6% | +$231K | 0.06% | 320 |
|
|
2015
Q2 | $36.7M | Buy |
686,942
+20,866
| +3% | +$1.05M | 0.05% | 340 |
|
|
2015
Q1 | $31.8M | Buy |
666,076
+5,989
| +0.9% | +$277K | 0.05% | 383 |
|
|
2014
Q4 | $30.9M | Buy |
660,087
+7,940
| +1% | +$360K | 0.05% | 381 |
|
|
2014
Q3 | $29.1M | Buy |
652,147
+358,972
| +122% | +$16.6M | 0.05% | 371 |
|
|
2014
Q2 | $13.5M | Buy |
293,175
+1,138
| +0.4% | +$51.6K | 0.02% | 738 |
|
|
2014
Q1 | $14.2M | Buy |
292,037
+48,562
| +20% | +$2.24M | 0.03% | 689 |
|
|
2013
Q4 | $11.2M | Buy |
243,475
+15,982
| +7% | +$707K | 0.02% | 802 |
|
|
2013
Q3 | $9.34M | Buy |
227,493
+21,174
| +10% | +$861K | 0.02% | 844 |
|
|
2013
Q2 | $7.9M | Buy |
+206,319
| New | +$7.59M | 0.02% | 900 |
|
Other funds holding WTFC
Principal Financial Group's WTFC Position: Q2 2026 in Review
Principal Financial Group reduced its Wintrust Financial (WTFC) stake by 1.6% in Q2 2026, selling an estimated $2.96M and leaving 1,246,124 shares worth $200M. The position accounts for 0.1% of the portfolio, ranked #192.
Principal Financial Group first reported a position in WTFC in Q2 2013 and has held it in 53 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- Principal Financial Group held 1,246,124 shares of Wintrust Financial worth $200M as of Q2 2026.
- Principal Financial Group sold 19,676 Wintrust Financial shares in Q2 2026, an estimated $2.96M.
- Wintrust Financial made up 0.1% of Principal Financial Group's portfolio in Q2 2026, its #192 holding.
- Principal Financial Group first reported a position in Wintrust Financial in Q2 2013 and has held it in 53 quarters since.
- 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.