Principia Wealth Advisory’s Wintrust Financial WTFC Stock Holding History

Principia Wealth Advisory’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	$1.61K	Hold	10	–	–	﹤0.01%	649
2026 Q1	$1.39K	Buy	10 +3	+43%	+$435	﹤0.01%	620
2025 Q4	$979	Hold	7	–	–	﹤0.01%	675
2025 Q3	$927	Hold	7	–	–	﹤0.01%	665
2025 Q2	$868	Buy	7 +4	+133%	+$459	﹤0.01%	614
2025 Q1	$312	Buy	+3	New	+$371	﹤0.01%	693

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

Principia Wealth Advisory's WTFC Position: Q2 2026 in Review

Principia Wealth Advisory held its Wintrust Financial (WTFC) position steady in Q2 2026 at 10 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Principia Wealth Advisory first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Principia Wealth Advisory held 10 shares of Wintrust Financial worth $1.61K as of Q2 2026.
Principia Wealth Advisory left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #649 holding.
Principia Wealth Advisory first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.