UBS AM’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.5M | Buy |
154,411
+477
| +0.3% | +$69.1K | ﹤0.01% | 855 |
|
|
2025
Q4 | $21.5M | Sell |
153,934
-377
| -0.2% | -$50.1K | ﹤0.01% | 821 |
|
|
2025
Q3 | $20.4M | Sell |
154,311
-94,957
| -38% | -$12.5M | ﹤0.01% | 818 |
|
|
2025
Q2 | $30.9M | Buy |
249,268
+69,838
| +39% | +$8.01M | 0.01% | 877 |
|
|
2025
Q1 | $20.2M | Buy |
179,430
+12,103
| +7% | +$1.5M | 0.01% | 963 |
|
|
2024
Q4 | $20.9M | Buy |
167,327
+27,892
| +20% | +$3.45M | ﹤0.01% | 929 |
|
|
2024
Q3 | $15.1M | Sell |
139,435
-10,808
| -7% | -$1.13M | ﹤0.01% | 1057 |
|
|
2024
Q2 | $14.8M | Buy |
150,243
+63,159
| +73% | +$6.19M | ﹤0.01% | 980 |
|
|
2024
Q1 | $9.09M | Buy |
87,084
+669
| +0.8% | +$64.6K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $8.01M | Buy |
86,415
+3,191
| +4% | +$264K | ﹤0.01% | 1074 |
|
|
2023
Q3 | $6.28M | Buy |
83,224
+927
| +1% | +$72.9K | ﹤0.01% | 1126 |
|
|
2023
Q2 | $6M | Hold |
82,297
| – | – | ﹤0.01% | 1149 |
|
|
2023
Q1 | $6M | Sell |
82,297
-2,889
| -3% | -$247K | ﹤0.01% | 1149 |
|
|
2022
Q4 | $7.2M | Buy |
85,186
+11,293
| +15% | +$997K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $6.03M | Sell |
73,893
-26,256
| -26% | -$2.23M | ﹤0.01% | 1138 |
|
|
2022
Q2 | $8.03M | Buy |
100,149
+5,537
| +6% | +$477K | ﹤0.01% | 1051 |
|
|
2022
Q1 | $8.79M | Buy |
94,612
+1,110
| +1% | +$108K | ﹤0.01% | 1118 |
|
|
2021
Q4 | $8.49M | Sell |
93,502
-2,387
| -2% | -$213K | ﹤0.01% | 1189 |
|
|
2021
Q3 | $7.71M | Buy |
95,889
+1,783
| +2% | +$132K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $7.12M | Buy |
94,106
+5,642
| +6% | +$441K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $6.71M | Sell |
88,464
-865
| -1% | -$61.8K | ﹤0.01% | 1222 |
|
|
2020
Q4 | $5.46M | Buy |
89,329
+5,397
| +6% | +$290K | ﹤0.01% | 1259 |
|
|
2020
Q3 | $3.36M | Sell |
83,932
-526
| -0.6% | -$22.5K | ﹤0.01% | 1322 |
|
|
2020
Q2 | $3.68M | Sell |
84,458
-853
| -1% | -$34.1K | ﹤0.01% | 1250 |
|
|
2020
Q1 | $2.8M | Buy |
85,311
+14,850
| +21% | +$824K | ﹤0.01% | 1278 |
|
|
2019
Q4 | $5M | Buy |
70,461
+181
| +0.3% | +$12.1K | ﹤0.01% | 1188 |
|
|
2019
Q3 | $4.54M | Buy |
70,280
+2,509
| +4% | +$166K | ﹤0.01% | 1239 |
|
|
2019
Q2 | $4.96M | Buy |
67,771
+5,471
| +9% | +$400K | ﹤0.01% | 1210 |
|
|
2019
Q1 | $4.19M | Buy |
62,300
+9,620
| +18% | +$687K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $3.5M | Buy |
52,680
+5,481
| +12% | +$416K | ﹤0.01% | 1209 |
|
|
2018
Q3 | $4.01M | Buy |
47,199
+3,096
| +7% | +$276K | ﹤0.01% | 1230 |
|
|
2018
Q2 | $3.84M | Buy |
44,103
+2,017
| +5% | +$185K | ﹤0.01% | 1250 |
|
|
2018
Q1 | $3.62M | Buy |
42,086
+5,628
| +15% | +$485K | ﹤0.01% | 1242 |
|
|
2017
Q4 | $3M | Buy |
36,458
+2,678
| +8% | +$216K | ﹤0.01% | 1271 |
|
|
2017
Q3 | $2.65M | Buy |
33,780
+2,368
| +8% | +$176K | ﹤0.01% | 1294 |
|
|
2017
Q2 | $2.4M | Sell |
31,412
-231
| -0.7% | -$16.5K | ﹤0.01% | 1293 |
|
|
2017
Q1 | $2.19M | Buy |
31,643
+6,824
| +27% | +$490K | ﹤0.01% | 1313 |
|
|
2016
Q4 | $1.8M | Sell |
24,819
-9,668
| -28% | -$600K | ﹤0.01% | 1330 |
|
|
2016
Q3 | $1.92M | Buy |
34,487
+477
| +1% | +$25.7K | ﹤0.01% | 1396 |
|
|
2016
Q2 | $1.74M | Buy |
34,010
+4,717
| +16% | +$236K | ﹤0.01% | 1408 |
|
|
2016
Q1 | $1.3M | Sell |
29,293
-6,500
| -18% | -$278K | ﹤0.01% | 1531 |
|
|
2015
Q4 | $1.74M | Sell |
35,793
-1,855
| -5% | -$94.7K | ﹤0.01% | 1498 |
|
|
2015
Q3 | $2.01M | Buy |
37,648
+14,150
| +60% | +$748K | ﹤0.01% | 1429 |
|
|
2015
Q2 | $1.25M | Buy |
23,498
+3,400
| +17% | +$171K | ﹤0.01% | 1600 |
|
|
2015
Q1 | $958K | Buy |
20,098
+800
| +4% | +$37K | ﹤0.01% | 1650 |
|
|
2014
Q4 | $902K | Buy |
19,298
+1,000
| +5% | +$45.3K | ﹤0.01% | 1632 |
|
|
2014
Q3 | $817K | Hold |
18,298
| – | – | ﹤0.01% | 1630 |
|
|
2014
Q2 | $842K | Hold |
18,298
| – | – | ﹤0.01% | 1641 |
|
|
2014
Q1 | $890K | Buy |
18,298
+4,000
| +28% | +$184K | ﹤0.01% | 1612 |
|
|
2013
Q4 | $659K | Sell |
14,298
-1,200
| -8% | -$53.1K | ﹤0.01% | 1676 |
|
|
2013
Q3 | $637K | Hold |
15,498
| – | – | ﹤0.01% | 1673 |
|
|
2013
Q2 | $593K | Buy |
+15,498
| New | +$570K | ﹤0.01% | 1632 |
|
Other funds holding WTFC
VPM
VCM
