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CBIZ Investment Advisory Services’s Wintrust Financial WTFC Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-1
Closed -$124 – 793
2025
Q2 		$124 Buy
+1
New +$115 ﹤0.01% 714

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's WTFC Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 1 share — an estimated $124 sold.

CBIZ Investment Advisory Services first reported a position in WTFC in Q2 2025 and held it in 1 quarter. The position peaked at $124 in Q2 2025. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1 Wintrust Financial share in Q3 2025, an estimated $124.
  • CBIZ Investment Advisory Services first reported a position in Wintrust Financial in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Wintrust Financial position peaked at $124 in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.