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

Private Wealth Management 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 Q2	$11.4K	Hold	71	–	–	﹤0.01%	541
2026 Q1	$9.87K	Hold	71	–	–	﹤0.01%	522
2025 Q4	$9.93K	Hold	71	–	–	﹤0.01%	517
2025 Q3	$9.4K	Hold	71	–	–	﹤0.01%	533
2025 Q2	$8.8K	Hold	71	–	–	﹤0.01%	529
2025 Q1	$7.99K	Hold	71	–	–	﹤0.01%	548
2024 Q4	$8.86K	Hold	71	–	–	﹤0.01%	520
2024 Q3	$7.71K	Hold	71	–	–	﹤0.01%	549
2024 Q2	$7K	Hold	71	–	–	﹤0.01%	570
2024 Q1	$7.41K	Hold	71	–	–	﹤0.01%	492
2023 Q4	$6.59K	Buy	+71	New	+$5.87K	﹤0.01%	532

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

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

Private Wealth Management Group held its Wintrust Financial (WTFC) position steady in Q2 2026 at 71 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Private Wealth Management Group 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.

Private Wealth Management Group held 71 shares of Wintrust Financial worth $11.4K as of Q2 2026.
Private Wealth Management Group left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #541 holding.
Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.