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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
Q2 		$7.04K Hold
187
– – ﹤0.01% 2196
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 $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

Pinnacle Wealth Planning Services's BY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Byline Bancorp (BY) position steady in Q2 2026 at 187 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Pinnacle Wealth Planning Services first reported a position in BY in Q4 2020 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold BY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 187 shares of Byline Bancorp worth $7.04K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Byline Bancorp share count unchanged in Q2 2026.
  • Byline Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2196 holding.
  • Pinnacle Wealth Planning Services first reported a position in Byline Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.