Principal Securities’s Wintrust Financial WTFC Stock Holding History

Principal Securities’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 Q2	$797K	Buy
2025 Q1	$88.7K	Hold
2024 Q4	$88.7K	Buy
2024 Q3	$74.3K	Sell
2024 Q2	$77.1K	Buy
2024 Q1	$60.4K	Sell
2023 Q4	$59.5K	Buy