JR
BYD icon

John Rogers’s Boyd Gaming BYD Stock Holding History

John Rogers’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 		$193M Sell
2,182,342
-92,076
-4% -$7.83M 1.92% 24
2026
Q1 		$187M Sell
2,274,418
-65,754
-3% -$5.52M 2.09% 22
2025
Q4 		$199M Sell
2,340,172
-262,288
-10% -$21.6M 2.15% 19
2025
Q3 		$225M Sell
2,602,460
-232,279
-8% -$19.5M 2.41% 16
2025
Q2 		$222M Sell
2,834,739
-263,072
-8% -$18.8M 2.51% 12
2025
Q1 		$204M Sell
3,097,811
-88,589
-3% -$6.5M 2.4% 14
2024
Q4 		$231M Buy
3,186,400
+1,263
+0% +$88.6K 2.47% 10
2024
Q3 		$206M Buy
3,185,137
+153,446
+5% +$9.06M 2.1% 16
2024
Q2 		$167M Buy
3,031,691
+335,984
+12% +$19.2M 1.81% 24
2024
Q1 		$181M Sell
2,695,707
-376,458
-12% -$24M 1.79% 23
2023
Q4 		$192M Buy
3,072,165
+22,216
+0.7% +$1.32M 1.92% 17
2023
Q3 		$186M Sell
3,049,949
-62,872
-2% -$4.19M 1.96% 16
2023
Q2 		$216M Sell
3,112,821
-342,299
-10% -$23M 2.04% 15
2023
Q1 		$222M Sell
3,455,120
-1,799
-0.1% -$111K 2.13% 11
2022
Q4 		$189M Sell
3,456,919
-106,447
-3% -$5.99M 1.91% 20
2022
Q3 		$170M Buy
3,563,366
+206,895
+6% +$11.1M 1.86% 19
2022
Q2 		$167M Buy
3,356,471
+727,033
+28% +$42.1M 1.67% 24
2022
Q1 		$173M Buy
2,629,438
+1,020,515
+63% +$66.3M 1.53% 28
2021
Q4 		$105M Buy
1,608,923
+1,469,939
+1,058% +$93.3M 0.89% 41
2021
Q3 		$8.79M Buy
+138,984
New +$8.24M 0.08% 91

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

John Rogers's BYD Position: Q2 2026 in Review

John Rogers reduced its Boyd Gaming (BYD) stake by 4% in Q2 2026, selling an estimated $7.83M and leaving 2,182,342 shares worth $193M. The position accounts for 1.92% of the portfolio, ranked #24.

John Rogers first reported a position in BYD in Q3 2021 and has held it in 20 quarters since. The position peaked at $231M in Q4 2024. 417 funds tracked by Wall St. Rank hold BYD as of Q2 2026.

  • John Rogers held 2,182,342 shares of Boyd Gaming worth $193M as of Q2 2026.
  • John Rogers sold 92,076 Boyd Gaming shares in Q2 2026, an estimated $7.83M.
  • Boyd Gaming made up 1.92% of John Rogers's portfolio in Q2 2026, its #24 holding.
  • John Rogers first reported a position in Boyd Gaming in Q3 2021 and has held it in 20 quarters since.
  • John Rogers's Boyd Gaming position peaked at $231M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Boyd Gaming as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.