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Venturi Wealth Management’s Wintrust Financial WTFC Stock Holding History

Venturi Wealth 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
Q2 		$339K Sell
2,107
-26
-1% -$3.91K 0.01% 474
2026
Q1 		$296K Buy
2,133
+18
+0.9% +$2.61K 0.01% 468
2025
Q4 		$296K Buy
2,115
+15
+0.7% +$2K 0.01% 463
2025
Q3 		$278K Hold
2,100
– – 0.01% 457
2025
Q2 		$260K Sell
2,100
-123
-6% -$14.1K 0.01% 459
2025
Q1 		$250K Buy
2,223
+66
+3% +$8.16K 0.01% 490
2024
Q4 		$269K Buy
2,157
+205
+11% +$25.3K 0.01% 477
2024
Q3 		$212K Buy
1,952
+1,631
+508% +$170K 0.01% 442
2024
Q2 		$31.6K Buy
321
+251
+359% +$24.6K ﹤0.01% 808
2024
Q1 		$7.31K Buy
70
+20
+40% +$1.93K ﹤0.01% 999
2023
Q4 		$4.64K Buy
50
+10
+25% +$827 ﹤0.01% 1041
2023
Q3 		$3.02K Buy
+40
New +$3.15K ﹤0.01% 1082

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Venturi Wealth Management's WTFC Position: Q2 2026 in Review

Venturi Wealth Management reduced its Wintrust Financial (WTFC) stake by 1.2% in Q2 2026, selling an estimated $3.91K and leaving 2,107 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #474.

Venturi Wealth Management first reported a position in WTFC in Q3 2023 and has held it in 12 quarters since. 91 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Venturi Wealth Management held 2,107 shares of Wintrust Financial worth $339K as of Q2 2026.
  • Venturi Wealth Management sold 26 Wintrust Financial shares in Q2 2026, an estimated $3.91K.
  • Wintrust Financial made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Venturi Wealth Management first reported a position in Wintrust Financial in Q3 2023 and has held it in 12 quarters since.
  • 91 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.