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 Q3	$142	Hold	1	–	–	﹤0.01%	876
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

TFC Financial Management's WTFC Position: Q3 2026 in Review

TFC Financial Management held its Wintrust Financial (WTFC) position steady in Q3 2026 at 1 share worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #876.

TFC Financial Management first reported a position in WTFC in Q1 2023 and has held it in 11 quarters since. The position peaked at $219 in Q1 2023. 326 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

TFC Financial Management held 1 share of Wintrust Financial worth $142 as of Q3 2026.
TFC Financial Management left its Wintrust Financial share count unchanged in Q3 2026.
Wintrust Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #876 holding.
TFC Financial Management first reported a position in Wintrust Financial in Q1 2023 and has held it in 11 quarters since.
TFC Financial Management's Wintrust Financial position peaked at $219 in Q1 2023.
326 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.