TFC Financial Management’s Wintrust Financial WTFC Stock Holding History

TFC Financial Management’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	$161	Hold	1	–	–	﹤0.01%	867
2026 Q1	$139	Hold	1	–	–	﹤0.01%	836
2025 Q4	$140	Hold	1	–	–	﹤0.01%	819
2025 Q3	$133	Hold	1	–	–	﹤0.01%	850
2025 Q2	$124	Hold	1	–	–	﹤0.01%	848
2025 Q1	$113	Hold	1	–	–	﹤0.01%	801
2024 Q4	$125	Hold	1	–	–	﹤0.01%	800
2024 Q3	$109	Hold	1	–	–	﹤0.01%	833
2024 Q2	$99	Buy	+1	New	+$98	﹤0.01%	828
2023 Q2	–	Sell	-3	Closed	-$219	–	769
2023 Q1	$219	Buy	+3	New	+$257	﹤0.01%	635

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

TFC Financial Management's WTFC Position: Q2 2026 in Review

TFC Financial Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1 share worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #867.

TFC Financial Management first reported a position in WTFC in Q1 2023 and has held it in 10 quarters since. The position peaked at $219 in Q1 2023. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

TFC Financial Management held 1 share of Wintrust Financial worth $161 as of Q2 2026.
TFC Financial Management left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #867 holding.
TFC Financial Management first reported a position in Wintrust Financial in Q1 2023 and has held it in 10 quarters since.
TFC Financial Management's Wintrust Financial position peaked at $219 in Q1 2023.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.