ZBNA
WTFC icon

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
Q2 		$618K Sell
3,847
-3,318
-46% -$499K 0.04% 221
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 $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

Zions Bancorporation, National Association's WTFC Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Wintrust Financial (WTFC) stake by 46% in Q2 2026, selling an estimated $499K and leaving 3,847 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #221.

Zions Bancorporation, National Association first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Zions Bancorporation, National Association held 3,847 shares of Wintrust Financial worth $618K as of Q2 2026.
  • Zions Bancorporation, National Association sold 3,318 Wintrust Financial shares in Q2 2026, an estimated $499K.
  • Wintrust Financial made up 0.04% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #221 holding.
  • Zions Bancorporation, National Association first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • Zions Bancorporation, National Association's Wintrust Financial position peaked at $1.17M in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.