TWD
BY icon

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
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

QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return