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Concord Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-12
Closed -$1.5K – 987
2024
Q4 		$1.5K Hold
12
– – ﹤0.01% 739
2024
Q3 		$1.3K Buy
+12
New +$1.25K ﹤0.01% 796
2024
Q2 		– Sell
-250
Closed -$26.1K – 916
2024
Q1 		$26.1K Buy
+250
New +$24.1K ﹤0.01% 452
2022
Q1 		– Sell
-7
Closed -$1K – 1407
2021
Q4 		$1K Buy
+7
New +$625 ﹤0.01% 1277

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Concord Wealth Partners's WTFC Position: Q1 2025 in Review

Concord Wealth Partners sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 12 shares — an estimated $1.5K sold.

Concord Wealth Partners first reported a position in WTFC in Q4 2021 and held it in 4 quarters. The position peaked at $26.1K in Q1 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Concord Wealth Partners reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 12 Wintrust Financial shares in Q1 2025, an estimated $1.5K.
  • Concord Wealth Partners first reported a position in Wintrust Financial in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Wintrust Financial position peaked at $26.1K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.