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True Wealth Design’s Byline Bancorp BY Stock Holding History

True Wealth Design’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 		$3.54K Hold
96
– – ﹤0.01% 1465
2026
Q2 		$3.62K Sell
96
-22
-19% -$740 ﹤0.01% 1460
2026
Q1 		$3.73K Buy
118
+2
+2% +$63 ﹤0.01% 1317
2025
Q4 		$3.38K Sell
116
-49
-30% -$1.38K ﹤0.01% 1243
2025
Q3 		$4.58K Buy
165
+147
+817% +$4.1K ﹤0.01% 1111
2025
Q2 		$482 Buy
18
+5
+38% +$128 ﹤0.01% 1764
2025
Q1 		$341 Buy
+13
New +$365 ﹤0.01% 1724

Other funds holding BY

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's BY Position: Q3 2026 in Review

True Wealth Design held its Byline Bancorp (BY) position steady in Q3 2026 at 96 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

True Wealth Design first reported a position in BY in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.58K in Q3 2025. 11 funds tracked by Wall St. Rank hold BY as of Q3 2026.

  • True Wealth Design held 96 shares of Byline Bancorp worth $3.54K as of Q3 2026.
  • True Wealth Design left its Byline Bancorp share count unchanged in Q3 2026.
  • Byline Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1465 holding.
  • True Wealth Design first reported a position in Byline Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Byline Bancorp position peaked at $4.58K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Byline Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.