Acadian Asset Management’s First Business Financial Services FBIZ Stock Holding History

Acadian Asset Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.4M	Hold	53,855	–	–	﹤0.01%	912
2026 Q1	$2.9M	Buy	53,855 +6,687	+14%	+$372K	﹤0.01%	842
2025 Q4	$2.56M	Buy	47,168 +1,264	+3%	+$66.1K	﹤0.01%	846
2025 Q3	$2.35M	Hold	45,904	–	–	﹤0.01%	857
2025 Q2	$2.32M	Sell	45,904 -3,310	-7%	-$159K	﹤0.01%	786
2025 Q1	$2.32M	Sell	49,214 -11,428	-19%	-$564K	0.01%	721
2024 Q4	$2.81M	Buy	60,642 +3,989	+7%	+$187K	0.01%	691
2024 Q3	$2.58M	Buy	56,653 +4,255	+8%	+$180K	0.01%	674
2024 Q2	$1.94M	Hold	52,398	–	–	0.01%	776
2024 Q1	$1.96M	Hold	52,398	–	–	0.01%	658
2023 Q4	$2.1M	Hold	52,398	–	–	0.01%	661
2023 Q3	$1.57M	Hold	52,398	–	–	0.01%	758
2023 Q2	$1.54M	Sell	52,398 -3,000	-5%	-$85.1K	0.01%	770
2023 Q1	$1.69M	Sell	55,398 -14,808	-21%	-$507K	0.01%	753
2022 Q4	$2.56M	Sell	70,206 -9,587	-12%	-$353K	0.01%	616
2022 Q3	$2.58M	Sell	79,793 -8,481	-10%	-$281K	0.01%	562
2022 Q2	$2.75M	Buy	88,274 +20,485	+30%	+$684K	0.01%	553
2022 Q1	$2.22M	Buy	67,789 +11,836	+21%	+$382K	0.01%	647
2021 Q4	$1.63M	Buy	55,953 +6,244	+13%	+$183K	0.01%	709
2021 Q3	$1.43M	Buy	49,709 +9,122	+22%	+$252K	0.01%	760
2021 Q2	$1.1M	Buy	40,587 +14,245	+54%	+$376K	﹤0.01%	889
2021 Q1	$652K	Sell	26,342 -203	-0.8%	-$4.56K	﹤0.01%	1098
2020 Q4	$489K	Sell	26,545 -2,570	-9%	-$46.5K	﹤0.01%	1238
2020 Q3	$415K	Sell	29,115 -1,028	-3%	-$16K	﹤0.01%	1191
2020 Q2	$495K	Hold	30,143	–	–	﹤0.01%	1194
2020 Q1	$467K	Buy	30,143 +2,009	+7%	+$45.9K	﹤0.01%	976
2019 Q4	$742K	Buy	28,134 +4,801	+21%	+$119K	﹤0.01%	961
2019 Q3	$562K	Buy	23,333 +3,250	+16%	+$76.4K	﹤0.01%	1057
2019 Q2	$471K	Buy	20,083 +7,542	+60%	+$171K	﹤0.01%	1031
2019 Q1	$251K	Buy	12,541 +5,847	+87%	+$124K	﹤0.01%	1299
2018 Q4	$131K	Hold	6,694	–	–	﹤0.01%	1209
2018 Q3	$155K	Sell	6,694 -1,140	-15%	-$26.8K	﹤0.01%	1118
2018 Q2	$204K	Buy	+7,834	New	+$202K	﹤0.01%	1081
2015 Q3	–	Sell	-10,564	Closed	-$248K	–	1337
2015 Q2	$248K	Sell	10,564 -4,520	-30%	-$102K	﹤0.01%	902
2015 Q1	$326K	Sell	15,084 -1,386	-8%	-$31.5K	﹤0.01%	846
2014 Q4	$394K	Sell	16,470 -704	-4%	-$15.9K	﹤0.01%	802
2014 Q3	$375K	Buy	17,174 +3,292	+24%	+$74.1K	﹤0.01%	704
2014 Q2	$327K	Buy	13,882 +164	+1%	+$3.79K	﹤0.01%	741
2014 Q1	$325K	Sell	13,718 -1,246	-8%	-$26.3K	﹤0.01%	736
2013 Q4	$281K	Buy	14,964 +12,560	+522%	+$223K	﹤0.01%	766
2013 Q3	$39K	Buy	2,404 +600	+33%	+$9.71K	﹤0.01%	889
2013 Q2	$27K	Buy	+1,804	New	+$25.4K	﹤0.01%	829

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Acadian Asset Management's FBIZ Position: Q2 2026 in Review

Acadian Asset Management held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 53,855 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Acadian Asset Management first reported a position in FBIZ in Q2 2013 and has held it in 42 quarters since. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Acadian Asset Management held 53,855 shares of First Business Financial Services worth $3.4M as of Q2 2026.
Acadian Asset Management left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up ﹤0.01% of Acadian Asset Management's portfolio in Q2 2026, its #912 holding.
Acadian Asset Management first reported a position in First Business Financial Services in Q2 2013 and has held it in 42 quarters since.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.