Essential Partners’s Byline Bancorp BY Stock Holding History

Essential Partners’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 Q3	$18.3K	Sell	498 -106	-18%	-$4.05K	0.01%	948
2026 Q2	$22.7K	Sell	604 -592	-49%	-$19.9K	0.01%	853
2026 Q1	$37.8K	Sell	1,196 -339	-22%	-$10.6K	0.01%	676
2025 Q4	$44.7K	Buy	1,535 +66	+4%	+$1.85K	0.01%	639
2025 Q3	$40.7K	Buy	1,469 +1,414	+2,571%	+$39.4K	0.01%	652
2025 Q2	$1.47K	Buy	+55	New	+$1.41K	﹤0.01%	1408

Other funds holding BY

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's BY Position: Q3 2026 in Review

Essential Partners reduced its Byline Bancorp (BY) stake by 18% in Q3 2026, selling an estimated $4.05K and leaving 498 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #948.

Essential Partners first reported a position in BY in Q2 2025 and has held it in 6 quarters since. The position peaked at $44.7K in Q4 2025. 12 funds tracked by Wall St. Rank hold BY as of Q3 2026.

Essential Partners held 498 shares of Byline Bancorp worth $18.3K as of Q3 2026.
Essential Partners sold 106 Byline Bancorp shares in Q3 2026, an estimated $4.05K.
Byline Bancorp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #948 holding.
Essential Partners first reported a position in Byline Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Byline Bancorp position peaked at $44.7K in Q4 2025.
12 funds tracked by Wall St. Rank held Byline Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.