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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,714
Closed -$492K – 1346
2025
Q3 		$492K Sell
3,714
-1,152
-24% -$152K ﹤0.01% 1040
2025
Q2 		$603K Sell
4,866
-895
-16% -$103K ﹤0.01% 924
2025
Q1 		$648K Buy
5,761
+3,169
+122% +$392K ﹤0.01% 845
2024
Q4 		$323K Buy
2,592
+41
+2% +$5.06K ﹤0.01% 1025
2024
Q3 		$254K Buy
+2,551
New +$266K ﹤0.01% 902

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Kovitz Investment Group Partners's WTFC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 3,714 shares — an estimated $492K sold.

Kovitz Investment Group Partners first reported a position in WTFC in Q3 2024 and held it in 5 quarters. The position peaked at $648K in Q1 2025. 527 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,714 Wintrust Financial shares in Q4 2025, an estimated $492K.
  • Kovitz Investment Group Partners first reported a position in Wintrust Financial in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Wintrust Financial position peaked at $648K in Q1 2025.
  • 527 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.