SummitTX Capital’s Wintrust Financial WTFC Stock Holding History

SummitTX Capital’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 Q1	–	Sell	-1,697	Closed	-$237K	–	1000
2025 Q4	$237K	Buy	+1,697	New	+$226K	0.01%	628

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SummitTX Capital's WTFC Position: Q1 2026 in Review

SummitTX Capital sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 1,697 shares — an estimated $237K sold.

SummitTX Capital first reported a position in WTFC in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

SummitTX Capital reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 1,697 Wintrust Financial shares in Q1 2026, an estimated $237K.
SummitTX Capital first reported a position in Wintrust Financial in Q4 2025 and held it in 1 quarter.
SummitTX Capital's Wintrust Financial position peaked at $237K in Q4 2025.
555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.