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Strive Financial Group’s Wintrust Financial WTFC Stock Holding History

Strive Financial Group’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 		$243K Buy
1,510
+1,192
+375% +$179K 0.11% 126
2026
Q1 		$44K Buy
318
+39
+14% +$5.65K 0.02% 240
2025
Q4 		$39K Buy
+279
New +$37.1K 0.02% 245

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

Strive Financial Group's WTFC Position: Q2 2026 in Review

Strive Financial Group increased its Wintrust Financial (WTFC) stake by 375% in Q2 2026, buying an estimated $179K and bringing the position to 1,510 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #126.

Strive Financial Group first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Strive Financial Group held 1,510 shares of Wintrust Financial worth $243K as of Q2 2026.
  • Strive Financial Group bought 1,192 Wintrust Financial shares in Q2 2026, an estimated $179K.
  • Wintrust Financial made up 0.11% of Strive Financial Group's portfolio in Q2 2026, its #126 holding.
  • Strive Financial Group first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.