Question 1

How many shares of WTFC does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of WTFC (WINTRUST FINANCIAL CORP) before exiting the position in 2026-Q2.

Question 2

What is Steward Partners Investment Advisory, LLC's WTFC position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's WTFC position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling WTFC?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC exited their WTFC position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy WTFC?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in WTFC in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$160.17	0
2026-Q1	Decreased	507	-91.8%	$70,468	0.0%	$137.95	0
2025-Q4	Increased	6,217	+62.5%	$869,271	0.0%	$138.34	36
2025-Q3	Increased	3,825	+5.0%	$506,585	0.0%	$130.53	25
2025-Q2	Increased	3,644	+4.1%	$451,783	0.0%	$121.70	25
2025-Q1	Decreased	3,500	-1.2%	$393,610	0.0%	$109.91	0
2024-Q4	Decreased	3,543	-16.4%	$441,848	0.0%	$121.42	0
2024-Q3	Decreased	4,237	-9.1%	$459,842	0.0%	$105.30	0
2024-Q2	Increased	4,663	+62.4%	$459,555	0.0%	$95.18	35
2024-Q1	Increased	2,871	+138.8%	$299,745	0.0%	$100.36	38
2023-Q4	Decreased	1,202	-0.7%	$111,494	0.0%	$88.74	0
2023-Q3	Decreased	1,210	-22.4%	$91,339	0.0%	$71.87	0
2023-Q2	Increased	1,559	+0.3%	$113,247	0.0%	$68.80	22
2023-Q1	Decreased	1,555	-98.9%	$113,441	0.0%	$68.67	0
2022-Q4	Decreased	145,323	-7.2%	$12.3M	0.2%	$79.23	0
2022-Q3	Decreased	156,634	-3.1%	$12.8M	0.2%	$76.17	0
2022-Q2	Increased	161,593	+2.1%	$13M	0.2%	$74.56	34
2022-Q1	Increased	158,294	+101.5%	$14.7M	0.2%	$86.10	54
2021-Q4	Increased	78,537	+22.8%	$7.1M	0.1%	$83.88	40
2021-Q3	Increased	63,973	+1.7%	$5.1M	0.1%	$73.98	27
2021-Q2	Decreased	62,890	-51.7%	$4.8M	0.1%	$69.31	0
2021-Q1	Increased	130,208	+116.1%	$4.9B	0.1%	$69.19	51
2020-Q4	Increased	60,244	+477x	$3.7M	0.1%	$55.51	43
2020-Q3	Unchanged	126	0.0%	$5,000	0.0%	$36.20	0
2020-Q2	Increased	126	+0.8%	$5,000	0.0%	$39.16	15
2020-Q1	Unchanged	125	0.0%	$4,000	0.0%	$29.29	0
2019-Q4	Decreased	125	-16.7%	$8,000	0.0%	$62.92	0
2019-Q3	Decreased	150	-45.0%	$9,000	0.0%	$57.14	0
2019-Q2	New	273	-	$20,000	0.0%	$64.44	26

WTFC29 quarters

WTFC
29 quarters