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Steward Financial Group’s Wintrust Financial WTFC Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+73
New +$5.74K ﹤0.01% 662
2023
Q2 		– Sell
-41
Closed -$2K – 1014
2023
Q1 		$2K Buy
41
+19
+86% +$1.63K ﹤0.01% 548
2022
Q4 		$1K Buy
+22
New +$1.94K ﹤0.01% 493
2022
Q3 		– Sell
-12
Closed – – 1345
2022
Q2 		$0 Buy
+12
New +$1.03K ﹤0.01% 1420

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's WTFC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Wintrust Financial (WTFC) in Q3 2023: 73 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WTFC as recently as Q1 2023.

Steward Financial Group first reported a position in WTFC in Q2 2022 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold WTFC as of Q3 2023.

  • Steward Financial Group held 73 shares of Wintrust Financial worth $5K as of Q3 2023.
  • Wintrust Financial was a new Steward Financial Group position in Q3 2023.
  • Wintrust Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #662 holding.
  • Steward Financial Group first reported a position in Wintrust Financial in Q2 2022 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.