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Trask Adam Roland’s Wintrust Financial WTFC Stock Holding History

Trask Adam Roland’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 		$19.2K Buy
+138
New +$20K 0.02% 151

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trask Adam Roland's WTFC Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Wintrust Financial (WTFC) in Q1 2026: 138 shares worth $19.2K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings.

555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Trask Adam Roland held 138 shares of Wintrust Financial worth $19.2K as of Q1 2026.
  • Wintrust Financial was a new Trask Adam Roland position in Q1 2026.
  • Wintrust Financial made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #151 holding.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.