SageView Advisory Group, LLC

SEC CIK: 0001914558
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WTFC holding history

Wintrust Financial Corp in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTFC overview All 13F holders of WTFC Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of WTFC by SageView Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−136−100.0%	Sold out	Holders
Q4 2025	136	$19.0K	<0.1%	+136	New	Holders
Q2 2024	0	$0	0.0%	−2,600−100.0%	Sold out	Holders
Q1 2024	2,600	$311.0K	<0.1%	+2,600	New	Holders