James T. Borello RIA
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James T. Borello RIA’s Wintrust Financial WTFC Stock Holding History

James T. Borello RIA’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
Q3 		$4.96K Hold
35
– – ﹤0.01% 783
2026
Q2 		$5.62K Hold
35
– – ﹤0.01% 755
2026
Q1 		$4.86K Buy
+35
New +$5.07K ﹤0.01% 758

Other funds holding WTFC

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

James T. Borello RIA's WTFC Position: Q3 2026 in Review

James T. Borello RIA held its Wintrust Financial (WTFC) position steady in Q3 2026 at 35 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

James T. Borello RIA first reported a position in WTFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.62K in Q2 2026. 77 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • James T. Borello RIA held 35 shares of Wintrust Financial worth $4.96K as of Q3 2026.
  • James T. Borello RIA left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #783 holding.
  • James T. Borello RIA first reported a position in Wintrust Financial in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Wintrust Financial position peaked at $5.62K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.