United Services Automobile Association’s Wintrust Financial WTFC Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-4,264	Closed	-$478K	–	1034
2025 Q1	$478K	Buy	+4,264	New	+$527K	0.01%	570
2019 Q3	–	Sell	-8,746	Closed	-$640K	–	1754
2019 Q2	$640K	Hold	8,746	–	–	﹤0.01%	1505
2019 Q1	$589K	Sell	8,746 -45,000	-84%	-$3.22M	﹤0.01%	1560
2018 Q4	$3.57M	Buy	53,746 +3,100	+6%	+$236K	0.01%	865
2018 Q3	$4.3M	Buy	50,646 +6,393	+14%	+$569K	0.01%	874
2018 Q2	$3.85M	Buy	44,253 +14,552	+49%	+$1.34M	0.01%	923
2018 Q1	$2.56M	Buy	29,701 +11,299	+61%	+$973K	0.01%	1054
2017 Q4	$1.52M	Buy	18,402 +2,202	+14%	+$177K	﹤0.01%	1132
2017 Q3	$1.27M	Buy	16,200 +900	+6%	+$66.9K	﹤0.01%	1153
2017 Q2	$1.17M	Buy	+15,300	New	+$1.1M	﹤0.01%	1139
2017 Q1	–	Sell	-18,760	Closed	-$1.36M	–	1381
2016 Q4	$1.36M	Buy	+18,760	New	+$1.16M	﹤0.01%	1063
2016 Q3	–	Sell	-211,000	Closed	-$10.8M	–	1335
2016 Q2	$10.8M	Hold	211,000	–	–	0.04%	457
2016 Q1	$9.36M	Buy	+211,000	New	+$9.04M	0.03%	505

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

United Services Automobile Association's WTFC Position: Q2 2025 in Review

United Services Automobile Association sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 4,264 shares — an estimated $478K sold.

United Services Automobile Association first reported a position in WTFC in Q1 2016 and held it in 13 quarters. The position peaked at $10.8M in Q2 2016. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

United Services Automobile Association reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 4,264 Wintrust Financial shares in Q2 2025, an estimated $478K.
United Services Automobile Association first reported a position in Wintrust Financial in Q1 2016 and held it in 13 quarters.
United Services Automobile Association's Wintrust Financial position peaked at $10.8M in Q2 2016.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.