IAG Wealth Partners’s Byline Bancorp BY Stock Holding History

IAG Wealth 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
2024 Q4	–	Sell	-1,675	Closed	-$44.8K	–	510
2024 Q3	$44.8K	Hold	1,675	–	–	0.01%	198
2024 Q2	$39.8K	Sell	1,675 -675	-29%	-$15K	0.01%	199
2024 Q1	$51K	Hold	2,350	–	–	0.01%	164
2023 Q4	$55.4K	Hold	2,350	–	–	0.01%	151
2023 Q3	$46.3K	Hold	2,350	–	–	0.01%	155
2023 Q2	$42.5K	Hold	2,350	–	–	0.01%	169
2023 Q1	$50.8K	Hold	2,350	–	–	0.01%	143
2022 Q4	$54K	Hold	2,350	–	–	0.02%	136
2022 Q3	$48K	Hold	2,350	–	–	0.02%	128
2022 Q2	$56K	Hold	2,350	–	–	0.02%	118
2022 Q1	$63K	Hold	2,350	–	–	0.02%	120
2021 Q4	$64K	Hold	2,350	–	–	0.02%	117
2021 Q3	$58K	Hold	2,350	–	–	0.02%	114
2021 Q2	$54K	Buy	+2,350	New	+$52.6K	0.02%	116
2020 Q1	–	Sell	-2,981	Closed	-$59K	–	424
2019 Q4	$59K	Buy	+2,981	New	+$54.5K	0.04%	95

Other funds holding BY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAG Wealth Partners's BY Position: Q4 2024 in Review

IAG Wealth Partners sold out of Byline Bancorp (BY) in Q4 2024, closing a stake of 1,675 shares — an estimated $44.8K sold.

IAG Wealth Partners first reported a position in BY in Q4 2019 and held it in 15 quarters. The position peaked at $64K in Q4 2021. 141 funds tracked by Wall St. Rank hold BY as of Q4 2024.

IAG Wealth Partners reported no remaining Byline Bancorp position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 1,675 Byline Bancorp shares in Q4 2024, an estimated $44.8K.
IAG Wealth Partners first reported a position in Byline Bancorp in Q4 2019 and held it in 15 quarters.
IAG Wealth Partners's Byline Bancorp position peaked at $64K in Q4 2021.
141 funds tracked by Wall St. Rank held Byline Bancorp as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.