Raymond James Financial
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's WTFC Position: Q1 2026 in Review

Raymond James Financial reduced its Wintrust Financial (WTFC) stake by 1.8% in Q1 2026, selling an estimated $841K and leaving 319,773 shares worth $44.4M. The position accounts for 0.01% of the portfolio, ranked #929.

Raymond James Financial first reported a position in WTFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.5M in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Raymond James Financial held 319,773 shares of Wintrust Financial worth $44.4M as of Q1 2026.
  • Raymond James Financial sold 5,801 Wintrust Financial shares in Q1 2026, an estimated $841K.
  • Wintrust Financial made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #929 holding.
  • Raymond James Financial first reported a position in Wintrust Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Wintrust Financial position peaked at $45.5M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.