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PFG Advisors’s Wintrust Financial WTFC Stock Holding History

PFG Advisors’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
-1,825
Closed -$242K – 869
2025
Q3 		$242K Sell
1,825
-115
-6% -$15.2K 0.01% 748
2025
Q2 		$241K Buy
+1,940
New +$223K 0.01% 561
2025
Q1 		– Sell
-1,694
Closed -$211K – 723
2024
Q4 		$211K Buy
+1,694
New +$209K 0.01% 664
2023
Q1 		– Sell
-2,600
Closed -$220K – 653
2022
Q4 		$220K Hold
2,600
– – 0.02% 518
2022
Q3 		$212K Sell
2,600
-42
-2% -$3.57K 0.02% 482
2022
Q2 		$212K Buy
+2,642
New +$227K 0.02% 362

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PFG Advisors's WTFC Position: Q4 2025 in Review

PFG Advisors sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 1,825 shares — an estimated $242K sold.

PFG Advisors first reported a position in WTFC in Q2 2022 and held it in 6 quarters. The position peaked at $242K in Q3 2025. 526 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • PFG Advisors reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • PFG Advisors sold 1,825 Wintrust Financial shares in Q4 2025, an estimated $242K.
  • PFG Advisors first reported a position in Wintrust Financial in Q2 2022 and held it in 6 quarters.
  • PFG Advisors's Wintrust Financial position peaked at $242K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.