NFG
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Next Financial Group’s Wintrust Financial WTFC Stock Holding History

Next Financial Group’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
2021
Q4 		$8K Buy
86
+62
+258% +$5.53K ﹤0.01% 2291
2021
Q3 		$2K Buy
+24
New +$1.77K ﹤0.01% 2536

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Next Financial Group's WTFC Position: Q4 2021 in Review

Next Financial Group increased its Wintrust Financial (WTFC) stake by 258% in Q4 2021, buying an estimated $5.53K and bringing the position to 86 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Next Financial Group first reported a position in WTFC in Q3 2021 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold WTFC as of Q4 2021.

  • Next Financial Group held 86 shares of Wintrust Financial worth $8K as of Q4 2021.
  • Next Financial Group bought 62 Wintrust Financial shares in Q4 2021, an estimated $5.53K.
  • Wintrust Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2291 holding.
  • Next Financial Group first reported a position in Wintrust Financial in Q3 2021 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.