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Private Wealth Asset Management’s Wintrust Financial WTFC Stock Holding History

Private Wealth Asset 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 		$18.3K Hold
114
– – ﹤0.01% 586
2026
Q1 		$15.8K Hold
114
– – ﹤0.01% 609
2025
Q4 		$15.9K Hold
114
– – ﹤0.01% 591
2025
Q3 		$15.1K Hold
114
– – ﹤0.01% 568
2025
Q2 		$14.1K Hold
114
– – ﹤0.01% 593
2025
Q1 		$12.8K Buy
+114
New +$14.1K ﹤0.01% 587

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

Private Wealth Asset Management's WTFC Position: Q2 2026 in Review

Private Wealth Asset Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 114 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Private Wealth Asset Management first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Private Wealth Asset Management held 114 shares of Wintrust Financial worth $18.3K as of Q2 2026.
  • Private Wealth Asset Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #586 holding.
  • Private Wealth Asset Management first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.