FCAG
WTFC icon

First Capital Advisors Group’s Wintrust Financial WTFC Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$2.61K Buy
+36
New +$2.46K ﹤0.01% 767
2018
Q2 		– Sell
-27
Closed -$2K – 775
2018
Q1 		$2K Buy
+27
New +$2.33K ﹤0.01% 756

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's WTFC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Wintrust Financial (WTFC) in Q2 2023: 36 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WTFC as recently as Q1 2018.

First Capital Advisors Group first reported a position in WTFC in Q1 2018 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold WTFC as of Q2 2023.

  • First Capital Advisors Group held 36 shares of Wintrust Financial worth $2.61K as of Q2 2023.
  • Wintrust Financial was a new First Capital Advisors Group position in Q2 2023.
  • Wintrust Financial made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #767 holding.
  • First Capital Advisors Group first reported a position in Wintrust Financial in Q1 2018 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.