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Capstone Financial Advisors’s Byline Bancorp BY Stock Holding History

Capstone Financial Advisors’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 		$506K Buy
16,040
+169
+1% +$5.3K 0.03% 100
2025
Q4 		$463K Hold
15,871
– – 0.02% 100
2025
Q3 		$440K Hold
15,871
– – 0.02% 109
2025
Q2 		$424K Hold
15,871
– – 0.02% 106
2025
Q1 		$415K Hold
15,871
– – 0.03% 98
2024
Q4 		$460K Hold
15,871
– – 0.03% 94
2024
Q3 		$425K Hold
15,871
– – 0.03% 91
2024
Q2 		$377K Hold
15,871
– – 0.02% 97
2024
Q1 		$345K Hold
15,871
– – 0.02% 105
2023
Q4 		$374K Hold
15,871
– – 0.03% 98
2023
Q3 		$313K Hold
15,871
– – 0.02% 102
2023
Q2 		$287K Buy
15,871
+1,350
+9% +$25.4K 0.02% 104
2023
Q1 		$314K Buy
14,521
+2,300
+19% +$53.7K 0.02% 101
2022
Q4 		$281K Hold
12,221
– – 0.02% 101
2022
Q3 		$247K Buy
12,221
+670
+6% +$15.3K 0.02% 103
2022
Q2 		$275K Hold
11,551
– – 0.02% 104
2022
Q1 		$308K Hold
11,551
– – 0.02% 101
2021
Q4 		$316K Hold
11,551
– – 0.02% 99
2021
Q3 		$284K Hold
11,551
– – 0.02% 102
2021
Q2 		$261K Buy
11,551
+350
+3% +$7.84K 0.02% 107
2021
Q1 		$237K Hold
11,201
– – 0.02% 100
2020
Q4 		$173K Hold
11,201
– – 0.02% 108
2020
Q3 		$126K Buy
+11,201
New +$140K 0.01% 101

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