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Country Trust Bank’s Wintrust Financial WTFC Stock Holding History

Country Trust Bank’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
-2
Closed -$249 – 446
2024
Q4 		$249 Hold
2
– – ﹤0.01% 356
2024
Q3 		$217 Hold
2
– – ﹤0.01% 357
2024
Q2 		$197 Buy
+2
New +$196 ﹤0.01% 356

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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

Country Trust Bank's WTFC Position: Q1 2025 in Review

Country Trust Bank sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 2 shares — an estimated $249 sold.

Country Trust Bank first reported a position in WTFC in Q2 2024 and held it in 3 quarters. The position peaked at $249 in Q4 2024. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Country Trust Bank reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Country Trust Bank sold 2 Wintrust Financial shares in Q1 2025, an estimated $249.
  • Country Trust Bank first reported a position in Wintrust Financial in Q2 2024 and held it in 3 quarters.
  • Country Trust Bank's Wintrust Financial position peaked at $249 in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Country Trust Bank's 13F filing for Q1 2025, filed 22 Apr 2025.