UBS Group’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 | $37.7M | Buy |
271,530
+51,997
| +24% | +$7.54M | 0.01% | 1922 |
|
|
2025
Q4 | $30.7M | Sell |
219,533
-52,231
| -19% | -$6.95M | 0.01% | 2155 |
|
|
2025
Q3 | $36M | Buy |
271,764
+31,457
| +13% | +$4.15M | 0.01% | 1967 |
|
|
2025
Q2 | $29.8M | Sell |
240,307
-101,183
| -30% | -$11.6M | 0.01% | 1981 |
|
|
2025
Q1 | $38.4M | Buy |
341,490
+95,641
| +39% | +$11.8M | 0.01% | 1716 |
|
|
2024
Q4 | $30.7M | Buy |
245,849
+174,025
| +242% | +$21.5M | 0.01% | 1899 |
|
|
2024
Q3 | $7.8M | Buy |
71,824
+3,832
| +6% | +$400K | ﹤0.01% | 2617 |
|
|
2024
Q2 | $6.7M | Buy |
67,992
+27,537
| +68% | +$2.7M | ﹤0.01% | 2573 |
|
|
2024
Q1 | $4.22M | Buy |
40,455
+20,943
| +107% | +$2.02M | ﹤0.01% | 3154 |
|
|
2023
Q4 | $1.81M | Sell |
19,512
-12,698
| -39% | -$1.05M | ﹤0.01% | 3935 |
|
|
2023
Q3 | $2.43M | Buy |
32,210
+12,243
| +61% | +$963K | ﹤0.01% | 3257 |
|
|
2023
Q2 | $1.45M | Sell |
19,967
-26,543
| -57% | -$1.81M | ﹤0.01% | 3861 |
|
|
2023
Q1 | $3.39M | Sell |
46,510
-1,054
| -2% | -$90.1K | ﹤0.01% | 2882 |
|
|
2022
Q4 | $4.02M | Buy |
47,564
+3,649
| +8% | +$322K | ﹤0.01% | 2707 |
|
|
2022
Q3 | $3.58M | Sell |
43,915
-42,333
| -49% | -$3.59M | ﹤0.01% | 2648 |
|
|
2022
Q2 | $6.91M | Buy |
86,248
+29,917
| +53% | +$2.58M | ﹤0.01% | 2099 |
|
|
2022
Q1 | $5.24M | Sell |
56,331
-24,214
| -30% | -$2.36M | ﹤0.01% | 2498 |
|
|
2021
Q4 | $7.31M | Sell |
80,545
-2,624
| -3% | -$234K | ﹤0.01% | 2438 |
|
|
2021
Q3 | $6.68M | Sell |
83,169
-72,643
| -47% | -$5.36M | ﹤0.01% | 2383 |
|
|
2021
Q2 | $11.8M | Buy |
155,812
+59,736
| +62% | +$4.67M | 0.01% | 1900 |
|
|
2021
Q1 | $7.28M | Sell |
96,076
-6,916
| -7% | -$494K | ﹤0.01% | 2243 |
|
|
2020
Q4 | $6.29M | Sell |
102,992
-16,441
| -14% | -$884K | ﹤0.01% | 2231 |
|
|
2020
Q3 | $4.78M | Buy |
119,433
+36,139
| +43% | +$1.55M | ﹤0.01% | 2248 |
|
|
2020
Q2 | $3.63M | Buy |
83,294
+16,473
| +25% | +$658K | ﹤0.01% | 2320 |
|
|
2020
Q1 | $2.2M | Buy |
66,821
+35,093
| +111% | +$1.95M | ﹤0.01% | 2677 |
|
|
2019
Q4 | $2.25M | Sell |
31,728
-33,704
| -52% | -$2.25M | ﹤0.01% | 3433 |
|
|
2019
Q3 | $4.23M | Buy |
65,432
+44,204
| +208% | +$2.93M | ﹤0.01% | 2549 |
|
|
2019
Q2 | $1.55M | Sell |
21,228
-19,956
| -48% | -$1.46M | ﹤0.01% | 3378 |
|
|
2019
Q1 | $2.77M | Sell |
41,184
-116,441
| -74% | -$8.32M | ﹤0.01% | 2699 |
|
|
2018
Q4 | $10.5M | Buy |
157,625
+114,233
| +263% | +$8.68M | 0.01% | 1532 |
|
|
2018
Q3 | $3.69M | Buy |
43,392
+19,587
| +82% | +$1.74M | ﹤0.01% | 2638 |
|
|
2018
Q2 | $2.07M | Buy |
23,805
+7,281
| +44% | +$668K | ﹤0.01% | 3131 |
|
|
2018
Q1 | $1.42M | Buy |
16,524
+5,450
| +49% | +$469K | ﹤0.01% | 3414 |
|
|
2017
Q4 | $913K | Sell |
11,074
-7,636
| -41% | -$615K | ﹤0.01% | 3857 |
|
|
2017
Q3 | $1.47M | Buy |
18,710
+13,140
| +236% | +$977K | ﹤0.01% | 3384 |
|
|
2017
Q2 | $425K | Sell |
5,570
-16,878
| -75% | -$1.21M | ﹤0.01% | 4227 |
|
|
2017
Q1 | $1.55M | Sell |
22,448
-2,939
| -12% | -$211K | ﹤0.01% | 3161 |
|
|
2016
Q4 | $1.84M | Buy |
25,387
+25,177
| +11,989% | +$1.56M | ﹤0.01% | 2980 |
|
|
2016
Q3 | $12K | Sell |
210
-866
| -80% | -$46.6K | ﹤0.01% | 6672 |
|
|
2016
Q2 | $55K | Sell |
1,076
-428
| -28% | -$21.4K | ﹤0.01% | 5455 |
|
|
2016
Q1 | $66K | Sell |
1,504
-1,151
| -43% | -$49.3K | ﹤0.01% | 5282 |
|
|
2015
Q4 | $129K | Buy |
2,655
+6
| +0.2% | +$306 | ﹤0.01% | 5014 |
|
|
2015
Q3 | $142K | Sell |
2,649
-7,890
| -75% | -$417K | ﹤0.01% | 4926 |
|
|
2015
Q2 | $563K | Buy |
10,539
+9,307
| +755% | +$469K | ﹤0.01% | 4016 |
|
|
2015
Q1 | $59K | Sell |
1,232
-303
| -20% | -$14K | ﹤0.01% | 5898 |
|
|
2014
Q4 | $72K | Buy |
+1,535
| New | +$69.5K | ﹤0.01% | 6045 |
|
Other funds holding WTFC
VPM
VCM
