TS Financial Group (TSFG)’s Wintrust Financial WTFC Stock Holding History

TS Financial Group (TSFG)’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	Hold	1,510	–	–	0.03%	175
2026 Q1	$210K	Sell	1,510 -50	-3%	-$7.25K	0.03%	176
2025 Q4	$218K	Hold	1,560	–	–	0.03%	167
2025 Q3	$207K	Hold	1,560	–	–	0.03%	170
2025 Q2	$193K	Hold	1,560	–	–	0.03%	168
2025 Q1	$175K	Hold	1,560	–	–	0.04%	157
2024 Q4	$195K	Hold	1,560	–	–	0.04%	152
2024 Q3	$169K	Hold	1,560	–	–	0.04%	159
2024 Q2	$154K	Hold	1,560	–	–	0.04%	162
2024 Q1	$163K	Hold	1,560	–	–	0.04%	159
2023 Q4	$145K	Hold	1,560	–	–	0.05%	167
2023 Q3	$118K	Hold	1,560	–	–	0.04%	176
2023 Q2	$113K	Hold	1,560	–	–	0.04%	179
2023 Q1	$114K	Hold	1,560	–	–	0.04%	178
2022 Q4	$132K	Hold	1,560	–	–	0.05%	166
2022 Q3	$127K	Hold	1,560	–	–	0.06%	153
2022 Q2	$125K	Hold	1,560	–	–	0.05%	155
2022 Q1	$145K	Hold	1,560	–	–	0.05%	158
2021 Q4	$142K	Hold	1,560	–	–	0.05%	166
2021 Q3	$125K	Hold	1,560	–	–	0.05%	186
2021 Q2	$118K	Hold	1,560	–	–	0.05%	191
2021 Q1	$118K	Hold	1,560	–	–	0.06%	152
2020 Q4	$95K	Hold	1,560	–	–	0.05%	165
2020 Q3	$62K	Hold	1,560	–	–	0.04%	196
2020 Q2	$68K	Hold	1,560	–	–	0.04%	171
2020 Q1	$51K	Hold	1,560	–	–	0.05%	196
2019 Q4	$111K	Hold	1,560	–	–	0.08%	126
2019 Q3	$101K	Hold	1,560	–	–	0.08%	131
2019 Q2	$114K	Hold	1,560	–	–	0.09%	128
2019 Q1	$105K	Buy	+1,560	New	+$111K	0.09%	127

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

TS Financial Group (TSFG)'s WTFC Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1,510 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #175.

TS Financial Group (TSFG) first reported a position in WTFC in Q1 2019 and has held it in 30 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

TS Financial Group (TSFG) held 1,510 shares of Wintrust Financial worth $243K as of Q2 2026.
TS Financial Group (TSFG) left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #175 holding.
TS Financial Group (TSFG) first reported a position in Wintrust Financial in Q1 2019 and has held it in 30 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.