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BOLTON SECURITIES CORPORATION’s Wintrust Financial WTFC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$193K Buy
1,361
+8
+0.6% +$1.25K 0.01% 902
2026
Q2 		$217K Buy
1,353
+708
+110% +$107K 0.01% 874
2026
Q1 		$89.6K Buy
+645
New +$93.5K ﹤0.01% 1062

Other funds holding WTFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WTFC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Wintrust Financial (WTFC) stake by 0.59% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,361 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #902.

BOLTON SECURITIES CORPORATION first reported a position in WTFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $217K in Q2 2026. 375 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,361 shares of Wintrust Financial worth $193K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 8 Wintrust Financial shares in Q3 2026, an estimated $1.25K.
  • Wintrust Financial made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #902 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Wintrust Financial in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Wintrust Financial position peaked at $217K in Q2 2026.
  • 375 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.