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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
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 		$7.99K 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 +$9.51K 0.01% 303

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

Richardson Financial Services's WTFC Position: Q2 2026 in Review

Richardson Financial Services increased its Wintrust Financial (WTFC) stake by 8.4% in Q2 2026, buying an estimated $5.12K and bringing the position to 439 shares worth $70.6K. The position accounts for 0.04% of the portfolio, ranked #272.

Richardson Financial Services first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Richardson Financial Services held 439 shares of Wintrust Financial worth $70.6K as of Q2 2026.
  • Richardson Financial Services bought 34 Wintrust Financial shares in Q2 2026, an estimated $5.12K.
  • Wintrust Financial made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #272 holding.
  • Richardson Financial Services first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.