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Ross\Johnson & Associates’s Wintrust Financial WTFC Stock Holding History

Ross\Johnson & Associates’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 		$482 Hold
3
– – 0.01% 138
2026
Q1 		$417 Hold
3
– – 0.01% 118
2025
Q4 		$419 Hold
3
– – 0.01% 171
2025
Q3 		$397 Hold
3
– – 0.01% 120
2025
Q2 		$372 Hold
3
– – 0.01% 118
2025
Q1 		$337 Buy
+3
New +$371 0.01% 275

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

Ross\Johnson & Associates's WTFC Position: Q2 2026 in Review

Ross\Johnson & Associates held its Wintrust Financial (WTFC) position steady in Q2 2026 at 3 shares worth $482. The position accounts for 0.01% of the portfolio, ranked #138.

Ross\Johnson & Associates first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Ross\Johnson & Associates held 3 shares of Wintrust Financial worth $482 as of Q2 2026.
  • Ross\Johnson & Associates left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #138 holding.
  • Ross\Johnson & Associates first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.