Creative Planning
BY icon

Creative Planning’s Byline Bancorp BY Stock Holding History

Creative Planning’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 		$6.16M Buy
163,467
+20,291
+14% +$682K ﹤0.01% 1242
2026
Q1 		$4.52M Buy
143,176
+20,670
+17% +$648K ﹤0.01% 1286
2025
Q4 		$3.57M Buy
122,506
+15,594
+15% +$438K ﹤0.01% 1249
2025
Q3 		$2.96M Buy
106,912
+31,851
+42% +$888K ﹤0.01% 1233
2025
Q2 		$2.01M Buy
75,061
+30,169
+67% +$774K ﹤0.01% 1311
2025
Q1 		$1.17M Buy
44,892
+13,409
+43% +$377K ﹤0.01% 1591
2024
Q4 		$913K Buy
31,483
+7,208
+30% +$209K ﹤0.01% 1709
2024
Q3 		$650K Buy
24,275
+6,317
+35% +$167K ﹤0.01% 1875
2024
Q2 		$426K Buy
17,958
+7,966
+80% +$177K ﹤0.01% 2066
2024
Q1 		$217K Buy
+9,992
New +$215K ﹤0.01% 2514

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's BY Position: Q2 2026 in Review

Creative Planning increased its Byline Bancorp (BY) stake by 14% in Q2 2026, buying an estimated $682K and bringing the position to 163,467 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Creative Planning first reported a position in BY in Q1 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold BY as of Q2 2026.

  • Creative Planning held 163,467 shares of Byline Bancorp worth $6.16M as of Q2 2026.
  • Creative Planning bought 20,291 Byline Bancorp shares in Q2 2026, an estimated $682K.
  • Byline Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1242 holding.
  • Creative Planning first reported a position in Byline Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 208 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.