RTC
WTFC icon

Riverview Trust Company’s Wintrust Financial WTFC Stock Holding History

Riverview Trust Company’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
Q1 		– Sell
-9
Closed -$1.12K – 831
2024
Q4 		$1.12K Hold
9
– – ﹤0.01% 624
2024
Q3 		$977 Buy
+9
New +$939 ﹤0.01% 635
2022
Q3 		– Sell
-248
Closed -$20K – 913
2022
Q2 		$20K Buy
+248
New +$21.4K 0.02% 404

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Riverview Trust Company's WTFC Position: Q1 2025 in Review

Riverview Trust Company sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 9 shares — an estimated $1.12K sold.

Riverview Trust Company first reported a position in WTFC in Q2 2022 and held it in 3 quarters. The position peaked at $20K in Q2 2022. 454 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

  • Riverview Trust Company reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 9 Wintrust Financial shares in Q1 2025, an estimated $1.12K.
  • Riverview Trust Company first reported a position in Wintrust Financial in Q2 2022 and held it in 3 quarters.
  • Riverview Trust Company's Wintrust Financial position peaked at $20K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.