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 Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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. 12 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.
12 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.