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Zions Bancorporation, National Association’s Wintrust Financial WTFC Stock Holding History

Zions Bancorporation, National Association’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
Q1 		$996K Sell
7,165
-1,222
-15% -$177K 0.06% 167
2025
Q4 		$1.17M Buy
+8,387
New +$1.12M 0.05% 222

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation, National Association's WTFC Position: Q1 2026 in Review

Zions Bancorporation, National Association reduced its Wintrust Financial (WTFC) stake by 15% in Q1 2026, selling an estimated $177K and leaving 7,165 shares worth $996K. The position accounts for 0.06% of the portfolio, ranked #167.

Zions Bancorporation, National Association first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Zions Bancorporation, National Association held 7,165 shares of Wintrust Financial worth $996K as of Q1 2026.
  • Zions Bancorporation, National Association sold 1,222 Wintrust Financial shares in Q1 2026, an estimated $177K.
  • Wintrust Financial made up 0.06% of Zions Bancorporation, National Association's portfolio in Q1 2026, its #167 holding.
  • Zions Bancorporation, National Association first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • Zions Bancorporation, National Association's Wintrust Financial position peaked at $1.17M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.