Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Wintrust Financial WTFC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2026
Q2 		$5.45M Sell
33,909
-2,435
-7% -$366K 0.01% 906
2026
Q1 		$5.05M Sell
36,344
-2,631
-7% -$381K 0.01% 863
2025
Q4 		$5.45M Sell
38,975
-17,851
-31% -$2.37M 0.01% 853
2025
Q3 		$7.53M Buy
56,826
+785
+1% +$104K 0.01% 694
2025
Q2 		$6.95M Buy
56,041
+214
+0.4% +$24.5K 0.01% 694
2025
Q1 		$6.28M Buy
+55,827
New +$6.9M 0.01% 724

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WTFC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Wintrust Financial (WTFC) stake by 6.7% in Q2 2026, selling an estimated $366K and leaving 33,909 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #906.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.53M in Q3 2025. 405 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 33,909 shares of Wintrust Financial worth $5.45M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 2,435 Wintrust Financial shares in Q2 2026, an estimated $366K.
  • Wintrust Financial made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #906 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Wintrust Financial position peaked at $7.53M in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.