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PL Capital Advisors’s Wintrust Financial WTFC Stock Holding History

PL Capital 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
2024
Q1 		– Sell
-1,855
Closed -$172K – 35
2023
Q4 		$172K Sell
1,855
-1,645
-47% -$136K 0.06% 34
2023
Q3 		$264K Hold
3,500
– – 0.11% 34
2023
Q2 		$254K Hold
3,500
– – 0.1% 33
2023
Q1 		$255K Buy
+3,500
New +$299K 0.09% 39

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

PL Capital Advisors's WTFC Position: Q1 2024 in Review

PL Capital Advisors sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 1,855 shares — an estimated $172K sold.

PL Capital Advisors first reported a position in WTFC in Q1 2023 and held it in 4 quarters. The position peaked at $264K in Q3 2023. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

  • PL Capital Advisors reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
  • PL Capital Advisors sold 1,855 Wintrust Financial shares in Q1 2024, an estimated $172K.
  • PL Capital Advisors first reported a position in Wintrust Financial in Q1 2023 and held it in 4 quarters.
  • PL Capital Advisors's Wintrust Financial position peaked at $264K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on PL Capital Advisors's 13F filing for Q1 2024, filed 1 May 2024.