Stonebridge Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Stonebridge 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	$241K	Hold	1,500	–	–	0.02%	202
2026 Q1	$208K	Hold	1,500	–	–	0.01%	204
2025 Q4	$210K	Buy	+1,500	New	+$199K	0.01%	205
2023 Q4	–	Sell	-1,500	Closed	-$113K	–	875
2023 Q3	$113K	Hold	1,500	–	–	0.01%	258
2023 Q2	$109K	Hold	1,500	–	–	0.01%	265
2023 Q1	$109K	Hold	1,500	–	–	0.01%	267
2022 Q4	$127K	Sell	1,500 -12	-0.8%	-$1.06K	0.02%	256
2022 Q3	$123K	Buy	1,512 +12	+0.8%	+$1.02K	0.02%	248
2022 Q2	$120K	Hold	1,500	–	–	0.01%	254
2022 Q1	$139K	Hold	1,500	–	–	0.02%	250
2021 Q4	$136K	Hold	1,500	–	–	0.02%	234
2021 Q3	$121K	Sell	1,500 -1,500	-50%	-$111K	0.01%	242
2021 Q2	$227K	Buy	3,000 +1,500	+100%	+$117K	0.01%	242
2021 Q1	$114K	Buy	+1,500	New	+$107K	0.02%	240
2020 Q3	–	Sell	-1,500	Closed	-$65K	–	720
2020 Q2	$65K	Hold	1,500	–	–	0.01%	264
2020 Q1	$49K	Hold	1,500	–	–	0.01%	266
2019 Q4	$106K	Hold	1,500	–	–	0.02%	235
2019 Q3	$97K	Hold	1,500	–	–	0.02%	236
2019 Q2	$110K	Buy	+1,500	New	+$110K	0.02%	221

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Stonebridge Capital Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1,500 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #202.

Stonebridge Capital Advisors first reported a position in WTFC in Q2 2019 and has held it in 19 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Stonebridge Capital Advisors held 1,500 shares of Wintrust Financial worth $241K as of Q2 2026.
Stonebridge Capital Advisors left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #202 holding.
Stonebridge Capital Advisors first reported a position in Wintrust Financial in Q2 2019 and has held it in 19 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.