Studio Investment Management’s Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D WTFCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-41
Closed -$1.04K 310
2025
Q1
$1.04K Hold
41
﹤0.01% 303
2024
Q4
$1.03K Hold
41
﹤0.01% 292
2024
Q3
$1.04K Hold
41
﹤0.01% 272
2024
Q2
$1.02K Buy
+41
New +$992 ﹤0.01% 271

Other funds holding WTFCM

Studio Investment Management's WTFCM Position: Q2 2025 in Review

Studio Investment Management sold out of Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (WTFCM) in Q2 2025, closing a stake of 41 shares — an estimated $1.04K sold.

Studio Investment Management first reported a position in WTFCM in Q2 2024 and held it in 4 quarters. The position peaked at $1.04K in Q3 2024. 1 fund tracked by Wall St. Rank holds WTFCM as of Q2 2025.

  • Studio Investment Management reported no remaining Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 41 Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D shares in Q2 2025, an estimated $1.04K.
  • Studio Investment Management first reported a position in Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in Q2 2024 and held it in 4 quarters.
  • Studio Investment Management's Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D position peaked at $1.04K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Wintrust Financial Corporation Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.