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NBC Securities’s Wintrust Financial WTFC Stock Holding History

NBC Securities’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
2026
Q1 		$253K Buy
1,822
+1,635
+874% +$237K 0.02% 764
2025
Q4 		$26.1K Hold
187
– – ﹤0.01% 1645
2025
Q3 		$24.8K Sell
187
-22
-11% -$2.9K ﹤0.01% 1643
2025
Q2 		$25K Hold
209
– – ﹤0.01% 1622
2025
Q1 		$23K Buy
+209
New +$25.8K ﹤0.01% 1445
2024
Q4 		– Sell
-209
Closed -$22K – 2097
2024
Q3 		$22K Hold
209
– – ﹤0.01% 1476
2024
Q2 		$20K Hold
209
– – ﹤0.01% 1463
2024
Q1 		$21K Sell
209
-41
-16% -$3.96K ﹤0.01% 1467
2023
Q4 		$23K Hold
250
– – ﹤0.01% 1427
2023
Q3 		$18K Buy
+250
New +$19.7K ﹤0.01% 1505

Other funds holding WTFC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return