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Livforsakringsbolaget Skandia’s Wintrust Financial WTFC Stock Holding History

Livforsakringsbolaget Skandia’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
Q2 		– Sell
-12,400
Closed -$1.39M – 575
2025
Q1 		$1.39M Sell
12,400
-4,100
-25% -$507K 0.08% 165
2024
Q4 		$2.06M Buy
+16,500
New +$2.04M 0.11% 140
2024
Q3 		– Sell
-18,400
Closed -$1.81M – 616
2024
Q2 		$1.81M Buy
18,400
+5,600
+44% +$549K 0.15% 122
2024
Q1 		$1.34M Buy
+12,800
New +$1.24M 0.11% 149

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Livforsakringsbolaget Skandia's WTFC Position: Q2 2025 in Review

Livforsakringsbolaget Skandia sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 12,400 shares — an estimated $1.39M sold.

Livforsakringsbolaget Skandia first reported a position in WTFC in Q1 2024 and held it in 4 quarters. The position peaked at $2.06M in Q4 2024. 470 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Livforsakringsbolaget Skandia reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 12,400 Wintrust Financial shares in Q2 2025, an estimated $1.39M.
  • Livforsakringsbolaget Skandia first reported a position in Wintrust Financial in Q1 2024 and held it in 4 quarters.
  • Livforsakringsbolaget Skandia's Wintrust Financial position peaked at $2.06M in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2025, filed 9 Jul 2025.