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Snowden Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Snowden Capital Advisors’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 		$629K Sell
3,913
-472
-11% -$71K 0.01% 748
2026
Q1 		$609K Buy
4,385
+356
+9% +$51.6K 0.02% 711
2025
Q4 		$563K Buy
4,029
+236
+6% +$31.4K 0.01% 746
2025
Q3 		$502K Sell
3,793
-77
-2% -$10.2K 0.01% 775
2025
Q2 		$480K Buy
3,870
+52
+1% +$5.96K 0.01% 784
2025
Q1 		$429K Sell
3,818
-396
-9% -$48.9K 0.01% 816
2024
Q4 		$526K Buy
4,214
+398
+10% +$49.2K 0.02% 756
2024
Q3 		$414K Sell
3,816
-78
-2% -$8.13K 0.01% 866
2024
Q2 		$384K Sell
3,894
-64
-2% -$6.27K 0.01% 873
2024
Q1 		$413K Buy
+3,958
New +$382K 0.01% 842

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

Snowden Capital Advisors's WTFC Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Wintrust Financial (WTFC) stake by 11% in Q2 2026, selling an estimated $71K and leaving 3,913 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #748.

Snowden Capital Advisors first reported a position in WTFC in Q1 2024 and has held it in 10 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Snowden Capital Advisors held 3,913 shares of Wintrust Financial worth $629K as of Q2 2026.
  • Snowden Capital Advisors sold 472 Wintrust Financial shares in Q2 2026, an estimated $71K.
  • Wintrust Financial made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #748 holding.
  • Snowden Capital Advisors first reported a position in Wintrust Financial in Q1 2024 and has held it in 10 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.