Carson Wealth (CWM LLC)
BY icon

Carson Wealth (CWM LLC)’s Byline Bancorp BY Stock Holding History

Carson Wealth (CWM LLC)’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 		$861K Buy
27,279
+2,263
+9% +$71K ﹤0.01% 1639
2025
Q4 		$729K Buy
25,016
+657
+3% +$18.5K ﹤0.01% 1683
2025
Q3 		$675K Buy
24,359
+20,709
+567% +$578K ﹤0.01% 1627
2025
Q2 		$98K Buy
3,650
+1,362
+60% +$35K ﹤0.01% 2740
2025
Q1 		$60K Buy
2,288
+302
+15% +$8.49K ﹤0.01% 2816
2024
Q4 		$58K Buy
1,986
+116
+6% +$3.36K ﹤0.01% 2687
2024
Q3 		$50K Buy
1,870
+547
+41% +$14.5K ﹤0.01% 2689
2024
Q2 		$31K Buy
1,323
+676
+104% +$15K ﹤0.01% 2803
2024
Q1 		$14K Buy
647
+573
+774% +$12.3K ﹤0.01% 3124
2023
Q4 		$2K Buy
+74
New +$1.53K ﹤0.01% 3785
2022
Q2 		– Sell
-412
Closed -$11K – 3797
2022
Q1 		$11K Buy
+412
New +$11.2K ﹤0.01% 2402

Other funds holding BY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.88T AUM 44.46% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Byline Bancorp (BY) stake by 9% in Q1 2026, buying an estimated $71K and bringing the position to 27,279 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Carson Wealth (CWM LLC) first reported a position in BY in Q1 2022 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold BY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,279 shares of Byline Bancorp worth $861K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,263 Byline Bancorp shares in Q1 2026, an estimated $71K.
  • Byline Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1639 holding.
  • Carson Wealth (CWM LLC) first reported a position in Byline Bancorp in Q1 2022 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held Byline Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.