Principal Financial Group

Principal Financial Group’s Byline Bancorp BY Stock Holding History

Principal 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 Q1	$1.47M	Buy	+46,430	New	+$1.46M	﹤0.01%	1874
2025 Q3	–	Sell	-24,034	Closed	-$642K	–	2261
2025 Q2	$642K	Buy	24,034 +1,276	+6%	+$32.8K	﹤0.01%	1956
2025 Q1	$595K	Buy	22,758 +740	+3%	+$20.8K	﹤0.01%	1911
2024 Q4	$639K	Buy	22,018 +1,854	+9%	+$53.8K	﹤0.01%	1928
2024 Q3	$540K	Buy	20,164 +3,550	+21%	+$93.9K	﹤0.01%	1936
2024 Q2	$394K	Buy	16,614 +1,932	+13%	+$43K	﹤0.01%	2005
2024 Q1	$319K	Buy	+14,682	New	+$316K	﹤0.01%	2077
2022 Q3	–	Sell	-21,272	Closed	-$506K	–	2504
2022 Q2	$506K	Sell	21,272 -7,548	-26%	-$182K	﹤0.01%	2059
2022 Q1	$769K	Sell	28,820 -14,521	-34%	-$396K	﹤0.01%	2030
2021 Q4	$1.19M	Buy	+43,341	New	+$1.14M	﹤0.01%	1955
2020 Q2	–	Sell	-10,432	Closed	-$108K	–	2326
2020 Q1	$108K	Buy	10,432 +43	+0.4%	+$729	﹤0.01%	2113
2019 Q4	$203K	Buy	+10,389	New	+$190K	﹤0.01%	2135

Other funds holding BY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return