Kovitz Investment Group Partners
BY icon

Kovitz Investment Group Partners’s Byline Bancorp BY Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-47,720
Closed -$1.32M – 572
2025
Q3 		$1.32M Buy
47,720
+18
+0% +$502 0.01% 765
2025
Q2 		$1.28M Sell
47,702
-2,293
-5% -$58.9K 0.01% 741
2025
Q1 		$1.31M Buy
49,995
+11
+0% +$309 0.01% 674
2024
Q4 		$1.45M Buy
49,984
+19
+0% +$551 0.01% 631
2024
Q3 		$63.1K Buy
+49,965
New +$1.32M ﹤0.01% 998

Other funds holding BY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return