AF
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Allworth Financial’s Byline Bancorp BY Stock Holding History

Allworth Financial’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.5K Buy
1,126
+168
+18% +$5.27K ﹤0.01% 2583
2025
Q4 		$27.9K Buy
958
+110
+13% +$3.09K ﹤0.01% 2584
2025
Q3 		$23.5K Buy
848
+629
+287% +$17.5K ﹤0.01% 2600
2025
Q2 		$5.85K Buy
219
+8
+4% +$205 ﹤0.01% 3178
2025
Q1 		$5.42K Buy
211
+105
+99% +$2.95K ﹤0.01% 2720
2024
Q4 		$3K Buy
106
+12
+13% +$348 ﹤0.01% 2991
2024
Q3 		$2.52K Buy
94
+79
+527% +$2.09K ﹤0.01% 2859
2024
Q2 		$414 Buy
15
+9
+150% +$200 ﹤0.01% 3421
2024
Q1 		$131 Sell
6
-48
-89% -$1.03K ﹤0.01% 3492
2023
Q4 		$1.27K Buy
54
+7
+15% +$145 ﹤0.01% 2869
2023
Q3 		$927 Buy
+47
New +$962 ﹤0.01% 2876
2022
Q3 		– Sell
-20
Closed – – 2684
2022
Q2 		$0 Buy
20
+8
+67% +$193 ﹤0.01% 2420
2022
Q1 		$0 Buy
+12
New +$327 ﹤0.01% 2130

Other funds holding BY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return