Root Financial Partners
BY icon

Root Financial Partners’s Byline Bancorp BY Stock Holding History

Root Financial 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
2026
Q3 		$5.12K Buy
+139
New +$5.3K ﹤0.01% 2222
2026
Q2 		– Sell
-36
Closed -$1.14K – 840
2026
Q1 		$1.14K Buy
+36
New +$1.13K ﹤0.01% 2561

Other funds holding BY

Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Princeton Capital Management
Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Root Financial Partners's BY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Byline Bancorp (BY) in Q3 2026: 139 shares worth $5.12K. The stake represents ﹤0.01% of the portfolio and ranks #2222 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BY as recently as Q1 2026.

Root Financial Partners first reported a position in BY in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold BY as of Q3 2026.

  • Root Financial Partners held 139 shares of Byline Bancorp worth $5.12K as of Q3 2026.
  • Byline Bancorp was a new Root Financial Partners position in Q3 2026.
  • Byline Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2222 holding.
  • Root Financial Partners first reported a position in Byline Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Byline Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.