AGF Investments LLC WTFC β€” WINTRUST FINANCIAL CORP

Ownership history in AGF Investments LLC  Β·  8 quarters on record

AI Ownership Summary

AGF Investments LLC reported WINTRUST FINANCIAL CORP (WTFC) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGF Investments LLC's position in WINTRUST FINANCIAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTFC stock page AGF Investments LLC fund profile AGF Investments LLC full holdings
How AGF Investments LLC held WTFC β€” position size vs. price
% of Fund (quarterly)    WTFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WTFC

As of 2026 Q1 β€” sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 4.87% CHICAGO TRUST Co NA 3Y 7Y 2.34% REINHART PARTNERS, LLC. 3Y 7Y 2.1% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.63% ALBERT D MASON INC 3Y 7Y 1.32% Leeward Investments, LLC - MA 3Y 1.16% Artemis Investment Management LLP 3Y 7Y 0.9% Western Pacific Wealth Management, LP 3Y 0.6% Oliver Luxxe Assets LLC 3Y 7Y 0.44% DB&C Advisors, LLC 0.35%

FAQ About AGF Investments LLC and WTFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGF Investments LLC reported owning WTFC?

AGF Investments LLC reported WTFC across 0 quarterly 13F filings.

What was the largest reported WTFC position in AGF Investments LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for WTFC in AGF Investments LLC.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2022 Q2, when AGF Investments LLC reported 11,220 shares, equal to 0.08% of portfolio, with an estimated market value of $899K.

What does the chart on this WTFC ownership page compare?

The chart compares AGF Investments LLC's quarterly WTFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AGF Investments LLC time their WTFC position?

Based on 13F filing dates vs. subsequent WTFC price moves, AGF Investments LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on WTFC relative to SPY over the holding period was -28.6%.

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