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Pinnacle Wealth Planning Services’s Byline Bancorp BY Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.9K Hold
187
– – ﹤0.01% 2212
2025
Q4 		$5.45K Buy
+187
New +$5.25K ﹤0.01% 2254
2021
Q1 		– Sell
-141
Closed -$2K – 588
2020
Q4 		$2K Buy
+141
New +$2.05K ﹤0.01% 1909

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

Pinnacle Wealth Planning Services's BY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Byline Bancorp (BY) position steady in Q1 2026 at 187 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Pinnacle Wealth Planning Services first reported a position in BY in Q4 2020 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold BY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 187 shares of Byline Bancorp worth $5.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Byline Bancorp share count unchanged in Q1 2026.
  • Byline Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2212 holding.
  • Pinnacle Wealth Planning Services first reported a position in Byline Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Byline Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.