Richardson Financial Services
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Richardson Financial Services’s Wintrust Financial WTFC Stock Holding History

Richardson Financial Services’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 		– Sell
-439
Closed -$70.6K – 630
2026
Q2 		$70.6K Buy
439
+34
+8% +$5.12K 0.04% 272
2026
Q1 		$56.3K Buy
405
+39
+11% +$5.65K 0.04% 284
2025
Q4 		$51.2K Buy
366
+54
+17% +$7.18K 0.02% 293
2025
Q3 		$41.3K Buy
312
+134
+75% +$17.7K 0.03% 306
2025
Q2 		$22.7K Buy
178
+107
+151% +$12.3K 0.02% 329
2025
Q1 		$7.98K Sell
71
-33
-32% -$4.08K 0.01% 411
2024
Q4 		$12.9K Sell
104
-24
-19% -$2.96K 0.01% 369
2024
Q3 		$12.6K Hold
128
– – 0.01% 387
2024
Q2 		$12.6K Buy
128
+53
+71% +$5.19K 0.01% 368
2024
Q1 		$7.83K Sell
75
-40
-35% -$3.86K 0.01% 425
2023
Q4 		$10.7K Buy
+115
New +$9.5K 0.01% 303

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Principal Financial Group
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Artemis Investment Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Richardson Financial Services's WTFC Position: Q3 2026 in Review

Richardson Financial Services sold out of Wintrust Financial (WTFC) in Q3 2026, closing a stake of 439 shares — an estimated $70.6K sold.

Richardson Financial Services first reported a position in WTFC in Q4 2023 and held it in 11 quarters. The position peaked at $70.6K in Q2 2026. 294 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Richardson Financial Services reported no remaining Wintrust Financial position as of Q3 2026 after selling out during the quarter.
  • Richardson Financial Services sold 439 Wintrust Financial shares in Q3 2026, an estimated $70.6K.
  • Richardson Financial Services first reported a position in Wintrust Financial in Q4 2023 and held it in 11 quarters.
  • Richardson Financial Services's Wintrust Financial position peaked at $70.6K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.