Bessemer Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $224K | Sell |
1,609
-94
| -6% | -$13.6K | ﹤0.01% | 1378 |
|
|
2025
Q4 | $239K | Buy |
1,703
+3
| +0.2% | +$399 | ﹤0.01% | 1316 |
|
|
2025
Q3 | $225K | Buy |
1,700
+1,100
| +183% | +$145K | ﹤0.01% | 1095 |
|
|
2025
Q2 | $74K | Buy |
600
+96
| +19% | +$11K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $57K | Sell |
504
-28
| -5% | -$3.46K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $66K | Sell |
532
-1,819
| -77% | -$225K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $255K | Buy |
2,351
+49
| +2% | +$5.11K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $227K | Sell |
2,302
-613
| -21% | -$60K | ﹤0.01% | 979 |
|
|
2024
Q1 | $304K | Hold |
2,915
| – | – | ﹤0.01% | 919 |
|
|
2023
Q4 | $270K | Hold |
2,915
| – | – | ﹤0.01% | 971 |
|
|
2023
Q3 | $220K | Sell |
2,915
-178
| -6% | -$14K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $225K | Sell |
3,093
-108
| -3% | -$7.37K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $233K | Buy |
3,201
+1,846
| +136% | +$158K | ﹤0.01% | 873 |
|
|
2022
Q4 | $114K | Buy |
+1,355
| New | +$120K | ﹤0.01% | 1016 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$10K | – | 1996 |
|
|
2021
Q3 | $10K | Buy |
+125
| New | +$9.23K | ﹤0.01% | 1389 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$2.63K | – | 1837 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2.57K | ﹤0.01% | 1688 |
|
|
2018
Q3 | – | Sell |
-14,800
| Closed | -$1.29M | – | 1900 |
|
|
2018
Q2 | $1.29M | Sell |
14,800
-10,500
| -42% | -$964K | 0.01% | 513 |
|
|
2018
Q1 | $2.18M | Hold |
25,300
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $2.08M | Buy |
+25,300
| New | +$2.04M | 0.01% | 394 |
|
|
2015
Q3 | – | Sell |
-14,684
| Closed | -$784K | – | 1758 |
|
|
2015
Q2 | $784K | Hold |
14,684
| – | – | ﹤0.01% | 579 |
|
|
2015
Q1 | $700K | Buy |
14,684
+2,792
| +23% | +$129K | ﹤0.01% | 572 |
|
|
2014
Q4 | $556K | Sell |
11,892
-3,200
| -21% | -$145K | ﹤0.01% | 575 |
|
|
2014
Q3 | $674K | Hold |
15,092
| – | – | ﹤0.01% | 532 |
|
|
2014
Q2 | $694K | Hold |
15,092
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $734K | Hold |
15,092
| – | – | ﹤0.01% | 478 |
|
|
2013
Q4 | $696K | Hold |
15,092
| – | – | 0.01% | 490 |
|
|
2013
Q3 | $620K | Buy |
+15,092
| New | +$613K | 0.01% | 498 |
|
Other funds holding WTFC
VPM
VCM
