Fidelity Investments’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670M | Buy |
5,400,938
+152,812
| +3% | +$18.9M | 0.04% | 390 |
|
|
2025
Q1 | $590M | Buy |
5,248,126
+246,937
| +5% | +$27.8M | 0.04% | 393 |
|
|
2024
Q4 | $624M | Sell |
5,001,189
-152,810
| -3% | -$19.1M | 0.04% | 395 |
|
|
2024
Q3 | $559M | Buy |
5,153,999
+637,072
| +14% | +$69.1M | 0.03% | 434 |
|
|
2024
Q2 | $445M | Buy |
4,516,927
+166,702
| +4% | +$16.4M | 0.03% | 489 |
|
|
2024
Q1 | $454M | Buy |
4,350,225
+51,935
| +1% | +$5.42M | 0.03% | 488 |
|
|
2023
Q4 | $399M | Sell |
4,298,290
-353,091
| -8% | -$32.7M | 0.03% | 487 |
|
|
2023
Q3 | $351M | Buy |
4,651,381
+480,942
| +12% | +$36.3M | 0.03% | 499 |
|
|
2023
Q2 | $303M | Buy |
4,170,439
+554,047
| +15% | +$40.2M | 0.03% | 567 |
|
|
2023
Q1 | $264M | Buy |
3,616,392
+11,279
| +0.3% | +$823K | 0.02% | 603 |
|
|
2022
Q4 | $305M | Buy |
3,605,113
+99,296
| +3% | +$8.39M | 0.03% | 557 |
|
|
2022
Q3 | $286M | Buy |
3,505,817
+42,480
| +1% | +$3.46M | 0.03% | 535 |
|
|
2022
Q2 | $278M | Buy |
3,463,337
+388,206
| +13% | +$31.1M | 0.03% | 587 |
|
|
2022
Q1 | $286M | Sell |
3,075,131
-905,339
| -23% | -$84.1M | 0.02% | 649 |
|
|
2021
Q4 | $362M | Sell |
3,980,470
-280,486
| -7% | -$25.5M | 0.03% | 566 |
|
|
2021
Q3 | $342M | Sell |
4,260,956
-158,519
| -4% | -$12.7M | 0.03% | 574 |
|
|
2021
Q2 | $334M | Sell |
4,419,475
-695,045
| -14% | -$52.6M | 0.03% | 608 |
|
|
2021
Q1 | $388M | Buy |
5,114,520
+396,978
| +8% | +$30.1M | 0.03% | 525 |
|
|
2020
Q4 | $288M | Buy |
4,717,542
+1,007,226
| +27% | +$61.5M | 0.03% | 597 |
|
|
2020
Q3 | $149M | Buy |
3,710,316
+373,526
| +11% | +$15M | 0.02% | 752 |
|
|
2020
Q2 | $146M | Sell |
3,336,790
-359,462
| -10% | -$15.7M | 0.02% | 724 |
|
|
2020
Q1 | $121M | Sell |
3,696,252
-550,549
| -13% | -$18.1M | 0.02% | 685 |
|
|
2019
Q4 | $301M | Buy |
4,246,801
+379,881
| +10% | +$26.9M | 0.03% | 489 |
|
|
2019
Q3 | $250M | Buy |
3,866,920
+2,088,840
| +117% | +$135M | 0.03% | 551 |
|
|
2019
Q2 | $130M | Buy |
1,778,080
+789,305
| +80% | +$57.7M | 0.02% | 813 |
|
|
2019
Q1 | $66.6M | Buy |
988,775
+326,602
| +49% | +$22M | 0.01% | 1087 |
|
|
2018
Q4 | $44M | Sell |
662,173
-143,878
| -18% | -$9.57M | 0.01% | 1203 |
|
|
2018
Q3 | $68.5M | Sell |
806,051
-33,982
| -4% | -$2.89M | 0.01% | 1120 |
|
|
2018
Q2 | $73.1M | Sell |
840,033
-335,791
| -29% | -$29.2M | 0.01% | 1094 |
|
|
2018
Q1 | $101M | Buy |
1,175,824
+184,888
| +19% | +$15.9M | 0.01% | 986 |
|
|
2017
Q4 | $81.6M | Buy |
990,936
+212,436
| +27% | +$17.5M | 0.01% | 1086 |
|
|
2017
Q3 | $61M | Buy |
+778,500
| New | +$61M | 0.01% | 1213 |
|
|
2017
Q1 | – | Sell |
-53,800
| Closed | -$3.91M | – | 2711 |
|
|
2016
Q4 | $3.91M | Sell |
53,800
-164,200
| -75% | -$11.9M | ﹤0.01% | 2240 |
|
|
2016
Q3 | $12.1M | Sell |
218,000
-150,375
| -41% | -$8.36M | ﹤0.01% | 1911 |
|
|
2016
Q2 | $18.8M | Buy |
368,375
+82,499
| +29% | +$4.21M | ﹤0.01% | 1705 |
|
|
2016
Q1 | $12.7M | Buy |
+285,876
| New | +$12.7M | ﹤0.01% | 1855 |
|
|
2013
Q3 | – | Sell |
-267,600
| Closed | -$10.2M | – | 2680 |
|
|
2013
Q2 | $10.2M | Buy |
+267,600
| New | +$10.2M | ﹤0.01% | 1921 |
|