Raymond James Financial
WTFC icon

Raymond James Financial’s Wintrust Financial WTFC Stock Holding History

Raymond James Financial’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 		$52M Buy
323,520
+3,747
+1% +$564K 0.01% 921
2026
Q1 		$44.4M Sell
319,773
-5,801
-2% -$841K 0.01% 929
2025
Q4 		$45.5M Sell
325,574
-14,071
-4% -$1.87M 0.01% 871
2025
Q3 		$45M Sell
339,645
-18,582
-5% -$2.45M 0.01% 861
2025
Q2 		$44.4M Sell
358,227
-19,178
-5% -$2.2M 0.02% 829
2025
Q1 		$42.4M Buy
377,405
+52,154
+16% +$6.45M 0.02% 810
2024
Q4 		$40.6M Buy
+325,251
New +$40.2M 0.02% 848

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 $3.38T AUM 44.17% 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

Raymond James Financial's WTFC Position: Q2 2026 in Review

Raymond James Financial increased its Wintrust Financial (WTFC) stake by 1.2% in Q2 2026, buying an estimated $564K and bringing the position to 323,520 shares worth $52M. The position accounts for 0.01% of the portfolio, ranked #921.

Raymond James Financial first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Raymond James Financial held 323,520 shares of Wintrust Financial worth $52M as of Q2 2026.
  • Raymond James Financial bought 3,747 Wintrust Financial shares in Q2 2026, an estimated $564K.
  • Wintrust Financial made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #921 holding.
  • Raymond James Financial first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.