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SJS Investment Consulting’s Wintrust Financial WTFC Stock Holding History

SJS Investment Consulting’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 		$20.7K Buy
129
+69
+115% +$10.4K ﹤0.01% 784
2026
Q1 		$8.34K Buy
60
+5
+9% +$725 ﹤0.01% 891
2025
Q4 		$7.69K Sell
55
-80
-59% -$10.6K ﹤0.01% 850
2025
Q3 		$17.9K Buy
135
+126
+1,400% +$16.6K ﹤0.01% 547
2025
Q2 		$1.12K Sell
9
-6
-40% -$688 ﹤0.01% 790
2025
Q1 		$1.69K Hold
15
– – ﹤0.01% 800
2024
Q4 		$1.87K Sell
15
-3
-17% -$371 ﹤0.01% 730
2024
Q3 		$1.95K Hold
18
– – ﹤0.01% 800
2024
Q2 		$1.77K Hold
18
– – ﹤0.01% 776
2024
Q1 		$1.88K Hold
18
– – ﹤0.01% 782
2023
Q4 		$1.67K Buy
18
+2
+13% +$165 ﹤0.01% 740
2023
Q3 		$1.21K Buy
16
+3
+23% +$236 ﹤0.01% 852
2023
Q2 		$945 Buy
13
+7
+117% +$477 ﹤0.01% 922
2023
Q1 		$438 Sell
6
-13
-68% -$1.11K ﹤0.01% 1191
2022
Q4 		$1.61K Buy
19
+1
+6% +$88 ﹤0.01% 729
2022
Q3 		$2K Buy
+18
New +$1.53K ﹤0.01% 563
2022
Q1 		$0 Buy
+3
New +$292 ﹤0.01% 1399

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SJS Investment Consulting's WTFC Position: Q2 2026 in Review

SJS Investment Consulting increased its Wintrust Financial (WTFC) stake by 115% in Q2 2026, buying an estimated $10.4K and bringing the position to 129 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

SJS Investment Consulting first reported a position in WTFC in Q1 2022 and has held it in 17 quarters since. 316 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • SJS Investment Consulting held 129 shares of Wintrust Financial worth $20.7K as of Q2 2026.
  • SJS Investment Consulting bought 69 Wintrust Financial shares in Q2 2026, an estimated $10.4K.
  • Wintrust Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #784 holding.
  • SJS Investment Consulting first reported a position in Wintrust Financial in Q1 2022 and has held it in 17 quarters since.
  • 316 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.