WINTRUST FINL CORP

Ticker: WTFC CUSIP: 97650W108 Class: Com

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,956 Value ($000) $1,532 Avg Close $132.99 Range $119.61 - $144.70
Q3 2025
Shares 10,410 Value ($000) $1,379 Avg Close $132.05 Range $121.81 - $141.69
Q2 2025
Shares 10,393 Value ($000) $1,289 Avg Close $114.70 Range $89.10 - $125.20
Q1 2025
Shares 10,186 Value ($000) $1,146 Avg Close $123.58 Range $106.56 - $137.95
Q4 2024
Shares 10,179 Value ($000) $1,269 Avg Close $123.52 Range $102.34 - $142.04
Q3 2024
Shares 10,241 Value ($000) $1,111 Avg Close $104.28 Range $93.54 - $113.68
Q2 2024
Shares 10,304 Value ($000) $1,016 Avg Close $97.95 Range $91.38 - $104.49
Q1 2024
Shares 10,159 Value ($000) $1,060 Avg Close $96.52 Range $89.68 - $105.29
Q4 2023
Shares 10,152 Value ($000) $942 Avg Close $82.67 Range $71.86 - $98.23