Chicago Partners Investment Group’s Byline Bancorp BY Stock Holding History

Chicago Partners Investment Group’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	$283K	Buy	8,559 +268	+3%	+$8.41K	0.01%	1173
2025 Q4	$257K	Buy	8,291 +40	+0.5%	+$1.12K	0.01%	1115
2025 Q3	$225K	Buy	8,251 +440	+6%	+$12.3K	0.01%	1111
2025 Q2	$216K	Sell	7,811 -26	-0.3%	-$667	0.01%	1011
2025 Q1	$203K	Sell	7,837 -97	-1%	-$2.73K	0.01%	863
2024 Q4	$221K	Hold	7,934	–	–	0.01%	782
2024 Q3	$212K	Buy	7,934 +619	+8%	+$16.4K	0.01%	742
2024 Q2	$205K	Buy	+7,315	New	+$163K	0.01%	710
2021 Q4	–	Sell	-7,315	Closed	-$201K	–	572
2021 Q3	$201K	Buy	+7,315	New	+$175K	0.01%	549
2018 Q4	–	Sell	-8,915	Closed	-$181K	–	413
2018 Q3	$181K	Buy	+8,915	New	+$205K	0.03%	320

Other funds holding BY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return