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MPS Loria Financial Planners’s Wintrust Financial WTFC Stock Holding History

MPS Loria Financial Planners’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
-2,827
Closed -$318K – 85
2025
Q1 		$318K Buy
2,827
+11
+0.4% +$1.36K 0.09% 60
2024
Q4 		$351K Sell
2,816
-1,211
-30% -$150K 0.1% 57
2024
Q3 		$437K Buy
4,027
+15
+0.4% +$1.56K 0.13% 46
2024
Q2 		$395K Buy
4,012
+15
+0.4% +$1.47K 0.13% 47
2024
Q1 		$417K Sell
3,997
-184
-4% -$17.8K 0.14% 47
2023
Q4 		$388K Sell
4,181
-2,162
-34% -$179K 0.14% 46
2023
Q3 		$479K Buy
6,343
+28
+0.4% +$2.2K 0.19% 38
2023
Q2 		$459K Buy
6,315
+343
+6% +$23.4K 0.17% 41
2023
Q1 		$436K Buy
5,972
+22
+0.4% +$1.88K 0.18% 41
2022
Q4 		$503K Sell
5,950
-134
-2% -$11.8K 0.22% 38
2022
Q3 		$496K Buy
6,084
+21
+0.3% +$1.78K 0.19% 34
2022
Q2 		$486K Buy
6,063
+20
+0.3% +$1.72K 0.22% 40
2022
Q1 		$561K Buy
6,043
+19
+0.3% +$1.85K 0.24% 39
2021
Q4 		$547K Buy
6,024
+18
+0.3% +$1.61K 0.22% 40
2021
Q3 		$482K Buy
6,006
+22
+0.4% +$1.63K 0.22% 38
2021
Q2 		$453K Buy
5,984
+21
+0.4% +$1.64K 0.21% 38
2021
Q1 		$452K Sell
5,963
-414
-6% -$29.6K 0.21% 39
2020
Q4 		$389K Buy
6,377
+444
+7% +$23.9K 0.17% 46
2020
Q3 		$238K Sell
5,933
-771
-12% -$33K 0.12% 64
2020
Q2 		$292K Buy
+6,704
New +$268K 0.16% 48
2017
Q3 		– Sell
-396
Closed -$29K – 346
2017
Q2 		$29K Buy
+396
New +$28.4K 0.02% 202

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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MPS Loria Financial Planners's WTFC Position: Q2 2025 in Review

MPS Loria Financial Planners sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 2,827 shares — an estimated $318K sold.

MPS Loria Financial Planners first reported a position in WTFC in Q2 2017 and held it in 21 quarters. The position peaked at $561K in Q1 2022. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • MPS Loria Financial Planners reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,827 Wintrust Financial shares in Q2 2025, an estimated $318K.
  • MPS Loria Financial Planners first reported a position in Wintrust Financial in Q2 2017 and held it in 21 quarters.
  • MPS Loria Financial Planners's Wintrust Financial position peaked at $561K in Q1 2022.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on MPS Loria Financial Planners's 13F filing for Q2 2025, filed 29 Jul 2025.