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Toth Financial Advisory’s Byline Bancorp BY Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-70
Closed -$1.83K – 744
2025
Q1 		$1.83K Hold
70
– – ﹤0.01% 609
2024
Q4 		$2.03K Buy
+70
New +$2.03K ﹤0.01% 581

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Toth Financial Advisory's BY Position: Q2 2025 in Review

Toth Financial Advisory sold out of Byline Bancorp (BY) in Q2 2025, closing a stake of 70 shares — an estimated $1.83K sold.

Toth Financial Advisory first reported a position in BY in Q4 2024 and held it in 2 quarters. The position peaked at $2.03K in Q4 2024. 169 funds tracked by Wall St. Rank hold BY as of Q2 2025.

  • Toth Financial Advisory reported no remaining Byline Bancorp position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 70 Byline Bancorp shares in Q2 2025, an estimated $1.83K.
  • Toth Financial Advisory first reported a position in Byline Bancorp in Q4 2024 and held it in 2 quarters.
  • Toth Financial Advisory's Byline Bancorp position peaked at $2.03K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.