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Pineridge Advisors’s Wintrust Financial WTFC Stock Holding History

Pineridge 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
Q3 		$3.09K Hold
23
– – ﹤0.01% 334
2025
Q2 		$2.88K Hold
23
– – ﹤0.01% 379
2025
Q1 		$2.6K Hold
23
– – ﹤0.01% 387
2024
Q4 		$2.88K Hold
23
– – ﹤0.01% 451
2024
Q3 		$2.5K Hold
23
– – ﹤0.01% 429
2024
Q2 		$2.27K Hold
23
– – ﹤0.01% 466
2024
Q1 		$2.4K Hold
23
– – ﹤0.01% 451
2023
Q4 		$2.13K Buy
+23
New +$1.9K ﹤0.01% 615

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

Pineridge Advisors's WTFC Position: Q3 2025 in Review

Pineridge Advisors held its Wintrust Financial (WTFC) position steady in Q3 2025 at 23 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Pineridge Advisors first reported a position in WTFC in Q4 2023 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Pineridge Advisors held 23 shares of Wintrust Financial worth $3.09K as of Q3 2025.
  • Pineridge Advisors left its Wintrust Financial share count unchanged in Q3 2025.
  • Wintrust Financial made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #334 holding.
  • Pineridge Advisors first reported a position in Wintrust Financial in Q4 2023 and has held it in 8 quarters since.
  • 478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.