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UMB Bank’s Wintrust Financial WTFC Stock Holding History

UMB Bank’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 		$171K Sell
1,065
-7
-0.7% -$1.05K ﹤0.01% 789
2026
Q1 		$149K Buy
1,072
+51
+5% +$7.39K ﹤0.01% 797
2025
Q4 		$143K Buy
1,021
+31
+3% +$4.12K ﹤0.01% 792
2025
Q3 		$131K Buy
990
+12
+1% +$1.58K ﹤0.01% 761
2025
Q2 		$121K Buy
978
+106
+12% +$12.2K ﹤0.01% 761
2025
Q1 		$98.1K Buy
872
+195
+29% +$24.1K ﹤0.01% 767
2024
Q4 		$84.4K Buy
677
+165
+32% +$20.4K ﹤0.01% 741
2024
Q3 		$55.6K Buy
512
+196
+62% +$20.4K ﹤0.01% 842
2024
Q2 		$31.1K Sell
316
-14
-4% -$1.37K ﹤0.01% 933
2024
Q1 		$34.4K Buy
330
+19
+6% +$1.83K ﹤0.01% 913
2023
Q4 		$28.8K Hold
311
– – ﹤0.01% 956
2023
Q3 		$23.5K Hold
311
– – ﹤0.01% 1038
2023
Q2 		$22.6K Hold
311
– – ﹤0.01% 1067
2023
Q1 		$22.7K Hold
311
– – ﹤0.01% 1058
2022
Q4 		$26K Hold
311
– – ﹤0.01% 1028
2022
Q3 		$25K Sell
311
-27
-8% -$2.29K ﹤0.01% 1044
2022
Q2 		$27K Hold
338
– – ﹤0.01% 1072
2022
Q1 		$32K Hold
338
– – ﹤0.01% 1091
2021
Q4 		$30K Buy
+338
New +$30.2K ﹤0.01% 1148

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

UMB Bank's WTFC Position: Q2 2026 in Review

UMB Bank reduced its Wintrust Financial (WTFC) stake by 0.65% in Q2 2026, selling an estimated $1.05K and leaving 1,065 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

UMB Bank first reported a position in WTFC in Q4 2021 and has held it in 19 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • UMB Bank held 1,065 shares of Wintrust Financial worth $171K as of Q2 2026.
  • UMB Bank sold 7 Wintrust Financial shares in Q2 2026, an estimated $1.05K.
  • Wintrust Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #789 holding.
  • UMB Bank first reported a position in Wintrust Financial in Q4 2021 and has held it in 19 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.