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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return