Covestor’s Byline Bancorp BY Stock Holding History

Covestor’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	$9K	Buy	295 +19	+7%	+$596	0.01%	1450
2025 Q4	$8K	Sell	276 -13	-4%	-$365	﹤0.01%	1681
2025 Q3	$8K	Sell	289 -162	-36%	-$4.52K	﹤0.01%	1706
2025 Q2	$12K	Buy	451 +394	+691%	+$10.1K	0.01%	1449
2025 Q1	$2K	Sell	57 -64	-53%	-$1.8K	﹤0.01%	1820
2024 Q4	$4K	Buy	121 +81	+203%	+$2.35K	﹤0.01%	1747
2024 Q3	$1K	Sell	40 -25	-38%	-$661	﹤0.01%	1911
2024 Q2	$2K	Buy	65 +9	+16%	+$200	﹤0.01%	1831
2024 Q1	$1K	Buy	56 +51	+1,020%	+$1.1K	﹤0.01%	1917
2023 Q4	$0	Sell	5 -19	-79%	-$394	﹤0.01%	2165
2023 Q3	$0	Buy	24 +1	+4%	+$20	﹤0.01%	2141
2023 Q2	$0	Sell	23 -55	-71%	-$1.03K	﹤0.01%	2150
2023 Q1	$2K	Sell	78 -6	-7%	-$140	﹤0.01%	1740
2022 Q4	$2K	Buy	84 +81	+2,700%	+$1.82K	﹤0.01%	1757
2022 Q3	$0	Buy	+3	New	+$69	﹤0.01%	2019

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