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Principal Securities’s Wintrust Financial WTFC Stock Holding History

Principal Securities’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 		$1.75M Buy
10,874
+191
+2% +$28.7K 0.02% 603
2026
Q1 		$1.48M Buy
10,683
+838
+9% +$121K 0.02% 601
2025
Q4 		$1.38M Buy
9,845
+1,889
+24% +$251K 0.02% 599
2025
Q3 		$1.05M Buy
7,956
+1,527
+24% +$202K 0.02% 652
2025
Q2 		$797K Buy
6,429
+5,718
+804% +$656K 0.02% 680
2025
Q1 		$88.7K Hold
711
– – ﹤0.01% 1490
2024
Q4 		$88.7K Buy
711
+26
+4% +$3.21K ﹤0.01% 1488
2024
Q3 		$74.3K Sell
685
-97
-12% -$10.1K ﹤0.01% 1522
2024
Q2 		$77.1K Buy
782
+203
+35% +$19.9K ﹤0.01% 1428
2024
Q1 		$60.4K Sell
579
-62
-10% -$5.98K ﹤0.01% 1486
2023
Q4 		$59.5K Buy
+641
New +$53K ﹤0.01% 1409

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

Principal Securities's WTFC Position: Q2 2026 in Review

Principal Securities increased its Wintrust Financial (WTFC) stake by 1.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 10,874 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #603.

Principal Securities first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Principal Securities held 10,874 shares of Wintrust Financial worth $1.75M as of Q2 2026.
  • Principal Securities bought 191 Wintrust Financial shares in Q2 2026, an estimated $28.7K.
  • Wintrust Financial made up 0.02% of Principal Securities's portfolio in Q2 2026, its #603 holding.
  • Principal Securities first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.