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Twin Peaks Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-62
Closed -$8.61K – 2233
2026
Q1 		$8.61K Buy
+62
New +$8.99K ﹤0.01% 1137
2025
Q3 		– Sell
-59
Closed -$7.51K – 2163
2025
Q2 		$7.51K Buy
+59
New +$6.77K ﹤0.01% 1080

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's WTFC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 62 shares — an estimated $8.61K sold.

Twin Peaks Wealth Advisors first reported a position in WTFC in Q2 2025 and held it in 2 quarters. The position peaked at $8.61K in Q1 2026. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 62 Wintrust Financial shares in Q2 2026, an estimated $8.61K.
  • Twin Peaks Wealth Advisors first reported a position in Wintrust Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Wintrust Financial position peaked at $8.61K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.