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SBI Securities’s Wintrust Financial WTFC Stock Holding History

SBI Securities’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 		$161 Hold
1
– – ﹤0.01% 3386
2026
Q1 		$139 Sell
1
-4
-80% -$580 ﹤0.01% 3329
2025
Q4 		$699 Hold
5
– – ﹤0.01% 2754
2025
Q3 		$662 Hold
5
– – ﹤0.01% 2861
2025
Q2 		$620 Hold
5
– – ﹤0.01% 2878
2025
Q1 		$562 Sell
5
-1
-17% -$124 ﹤0.01% 2823
2024
Q4 		$748 Buy
+6
New +$741 ﹤0.01% 2737

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

SBI Securities's WTFC Position: Q2 2026 in Review

SBI Securities held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1 share worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

SBI Securities first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $748 in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • SBI Securities held 1 share of Wintrust Financial worth $161 as of Q2 2026.
  • SBI Securities left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3386 holding.
  • SBI Securities first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Wintrust Financial position peaked at $748 in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.