Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Wintrust Financial WTFC Stock Holding History

Kovitz Investment Group Partners’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$603K Sell
4,866
-895
-16% -$111K ﹤0.01% 921
2025
Q1 		$648K Buy
5,761
+3,169
+122% +$356K ﹤0.01% 840
2024
Q4 		$323K Buy
2,592
+41
+2% +$5.11K ﹤0.01% 1019
2024
Q3 		$254K Buy
+2,551
New +$254K ﹤0.01% 899