Private Advisor Group’s Wintrust Financial WTFC Stock Holding History

Private Advisor Group’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 Q3	$237K	Buy	+1,669	New	+$260K	﹤0.01%	2756

Other funds holding WTFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Advisor Group's WTFC Position: Q3 2026 in Review

Private Advisor Group opened a new position in Wintrust Financial (WTFC) in Q3 2026: 1,669 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2756 among its holdings.

460 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Private Advisor Group held 1,669 shares of Wintrust Financial worth $237K as of Q3 2026.
Wintrust Financial was a new Private Advisor Group position in Q3 2026.
Wintrust Financial made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2756 holding.
460 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.