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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 $5.7T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return