Position in BY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,174,611
+$567,044 QoQ
Shares Held
110,850
-3.0% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#43
of 208 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIDUCIENT ADVISORS LLC holds $5,040,033 across 3 Banks - Regional names. BY ranks #1 (82.8% of the industry book) .
All Filings in BY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,174,611 | 110,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,607,567 | 114,272 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,383,508 | 81,767 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,698,462 | 61,250 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,233,505 | 83,558 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,121,968 | 81,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,873,603 | 64,607 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,729,529 | 64,607 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||