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IFP Advisors’s Byline Bancorp BY Stock Holding History

IFP Advisors’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 		$13.5K Hold
428
– – ﹤0.01% 3003
2025
Q4 		$12.5K Buy
428
+224
+110% +$6.29K ﹤0.01% 2952
2025
Q3 		$5.66K Buy
204
+84
+70% +$2.34K ﹤0.01% 3182
2025
Q2 		$3.21K Buy
120
+110
+1,100% +$2.82K ﹤0.01% 3665
2025
Q1 		$262 Hold
10
– – ﹤0.01% 3597
2024
Q4 		$290 Buy
+10
New +$290 ﹤0.01% 3580
2024
Q2 		– Sell
-33
Closed -$717 – 3242
2024
Q1 		$717 Buy
+33
New +$711 ﹤0.01% 2921
2022
Q4 		– Sell
-16
Closed -$1K – 4626
2022
Q3 		$1K Hold
16
– – ﹤0.01% 4515
2022
Q2 		$1K Hold
16
– – ﹤0.01% 4292
2022
Q1 		$1K Hold
16
– – ﹤0.01% 4292
2021
Q4 		$1K Hold
16
– – ﹤0.01% 2953
2021
Q3 		$1K Hold
16
– – ﹤0.01% 2987
2021
Q2 		$0 Hold
16
– – ﹤0.01% 3076
2021
Q1 		$0 Hold
16
– – ﹤0.01% 3020
2020
Q4 		$0 Sell
16
-32
-67% -$466 ﹤0.01% 2949
2020
Q3 		$1K Hold
48
– – ﹤0.01% 2605
2020
Q2 		$1K Buy
+48
New +$549 ﹤0.01% 2509

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