Fuller & Thaler Asset Management
BYD icon

Fuller & Thaler Asset Management’s Boyd Gaming BYD Stock Holding History

Fuller & Thaler Asset Management’s Portfolio BYD Stock Details BYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2M Sell
330,281
-161,026
-33% -$13.7M 0.08% 270
2026
Q1 		$40.4M Sell
491,307
-487
-0.1% -$40.9K 0.14% 222
2025
Q4 		$41.9M Sell
491,794
-1,309
-0.3% -$108K 0.14% 218
2025
Q3 		$42.6M Buy
493,103
+233,912
+90% +$19.6M 0.14% 212
2025
Q2 		$20.3M Sell
259,191
-319
-0.1% -$22.8K 0.07% 260
2025
Q1 		$17.1M Buy
259,510
+116
+0% +$8.51K 0.07% 266
2024
Q4 		$18.8M Sell
259,394
-287
-0.1% -$20.1K 0.07% 269
2024
Q3 		$16.8M Sell
259,681
-190
-0.1% -$11.2K 0.07% 267
2024
Q2 		$14.3M Sell
259,871
-150,926
-37% -$8.62M 0.06% 272
2024
Q1 		$27.7M Sell
410,797
-244,877
-37% -$15.6M 0.12% 196
2023
Q4 		$41.1M Sell
655,674
-1,001,767
-60% -$59.4M 0.21% 146
2023
Q3 		$101M Buy
1,657,441
+1,489,240
+885% +$99.2M 0.58% 59
2023
Q2 		$11.7M Buy
+168,201
New +$11.3M 0.07% 237
2016
Q2 		– Sell
-347,650
Closed -$7.18M – 781
2016
Q1 		$7.18M Sell
347,650
-16,200
-4% -$287K 0.14% 111
2015
Q4 		$7.23M Sell
363,850
-17,800
-5% -$342K 0.15% 110
2015
Q3 		$6.22M Buy
381,650
+30,900
+9% +$512K 0.16% 110
2015
Q2 		$5.24M Buy
+350,750
New +$4.96M 0.15% 127
2013
Q4 		– Sell
-171,900
Closed -$2.43M – 616
2013
Q3 		$2.43M Sell
171,900
-468,700
-73% -$5.75M 0.15% 194
2013
Q2 		$7.24M Buy
+640,600
New +$7.24M 0.51% 77

Other funds holding BYD

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management's BYD Position: Q2 2026 in Review

Fuller & Thaler Asset Management reduced its Boyd Gaming (BYD) stake by 33% in Q2 2026, selling an estimated $13.7M and leaving 330,281 shares worth $29.2M. The position accounts for 0.08% of the portfolio, ranked #270.

Fuller & Thaler Asset Management first reported a position in BYD in Q2 2013 and has held it in 19 quarters since. The position peaked at $101M in Q3 2023. 421 funds tracked by Wall St. Rank hold BYD as of Q2 2026.

  • Fuller & Thaler Asset Management held 330,281 shares of Boyd Gaming worth $29.2M as of Q2 2026.
  • Fuller & Thaler Asset Management sold 161,026 Boyd Gaming shares in Q2 2026, an estimated $13.7M.
  • Boyd Gaming made up 0.08% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #270 holding.
  • Fuller & Thaler Asset Management first reported a position in Boyd Gaming in Q2 2013 and has held it in 19 quarters since.
  • Fuller & Thaler Asset Management's Boyd Gaming position peaked at $101M in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Boyd Gaming as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.