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 Q2	$604K	Hold	16,040	–	–	0.03%	97
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Advisors's BY Position: Q2 2026 in Review

Capstone Financial Advisors held its Byline Bancorp (BY) position steady in Q2 2026 at 16,040 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #97.

Capstone Financial Advisors first reported a position in BY in Q3 2020 and has held it in 24 quarters since. 208 funds tracked by Wall St. Rank hold BY as of Q2 2026.

Capstone Financial Advisors held 16,040 shares of Byline Bancorp worth $604K as of Q2 2026.
Capstone Financial Advisors left its Byline Bancorp share count unchanged in Q2 2026.
Byline Bancorp made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #97 holding.
Capstone Financial Advisors first reported a position in Byline Bancorp in Q3 2020 and has held it in 24 quarters since.
208 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.