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Mosaic Financial Group’s Byline Bancorp BY Stock Holding History

Mosaic Financial Group’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
Q2 		$426K Hold
11,325
– – 0.27% 83
2026
Q1 		$358K Hold
11,325
– – 0.25% 81
2025
Q4 		$330K Hold
11,325
– – 0.23% 94
2025
Q3 		$314K Hold
11,325
– – 0.22% 93
2025
Q2 		$303K Hold
11,325
– – 0.23% 90
2025
Q1 		$296K Hold
11,325
– – 0.24% 88
2024
Q4 		$328K Hold
11,325
– – 0.24% 79
2024
Q3 		$303K Hold
11,325
– – 0.22% 85
2024
Q2 		$269K Hold
11,325
– – 0.19% 93
2024
Q1 		$246K Buy
+11,325
New +$244K 0.2% 101

Other funds holding BY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mosaic Financial Group's BY Position: Q2 2026 in Review

Mosaic Financial Group held its Byline Bancorp (BY) position steady in Q2 2026 at 11,325 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #83.

Mosaic Financial Group first reported a position in BY in Q1 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold BY as of Q2 2026.

  • Mosaic Financial Group held 11,325 shares of Byline Bancorp worth $426K as of Q2 2026.
  • Mosaic Financial Group left its Byline Bancorp share count unchanged in Q2 2026.
  • Byline Bancorp made up 0.27% of Mosaic Financial Group's portfolio in Q2 2026, its #83 holding.
  • Mosaic Financial Group first reported a position in Byline Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 208 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.