AllianceBernstein’s First Business Financial Services FBIZ Stock Holding History

AllianceBernstein’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	$2.33M	Sell	43,294 -15,690	-27%	-$908K	﹤0.01%	1964
2026 Q1	$3.2M	Sell	58,984 -11,350	-16%	-$631K	﹤0.01%	1745
2025 Q4	$3.82M	Sell	70,334 -1,000	-1%	-$52.3K	﹤0.01%	1670
2025 Q3	$3.66M	Sell	71,334 -500	-0.7%	-$25.6K	﹤0.01%	1667
2025 Q2	$3.64M	Sell	71,834 -18,980	-21%	-$910K	﹤0.01%	1625
2025 Q1	$4.28M	Sell	90,814 -7,500	-8%	-$370K	﹤0.01%	1504
2024 Q4	$4.55M	Sell	98,314 -6,500	-6%	-$304K	﹤0.01%	1532
2024 Q3	$4.78M	Sell	104,814 -13,287	-11%	-$561K	﹤0.01%	1532
2024 Q2	$4.37M	Buy	118,101 +739	+0.6%	+$25.4K	﹤0.01%	1540
2024 Q1	$4.4M	Buy	117,362 +230	+0.2%	+$8.28K	﹤0.01%	1513
2023 Q4	$4.7M	Sell	117,132 -10,068	-8%	-$339K	﹤0.01%	1522
2023 Q3	$3.82M	Sell	127,200 -4,923	-4%	-$155K	﹤0.01%	1533
2023 Q2	$3.9M	Buy	132,123 +520	+0.4%	+$14.7K	﹤0.01%	1533
2023 Q1	$4.02M	Buy	131,603 +3,766	+3%	+$129K	﹤0.01%	1486
2022 Q4	$4.67M	Sell	127,837 -30,291	-19%	-$1.11M	﹤0.01%	1460
2022 Q3	$5.11M	Sell	158,128 -2,600	-2%	-$86.3K	﹤0.01%	1390
2022 Q2	$5.01M	Buy	160,728 +21,620	+16%	+$722K	﹤0.01%	1454
2022 Q1	$4.56M	Buy	139,108 +6,518	+5%	+$210K	﹤0.01%	1623
2021 Q4	$3.87M	Buy	132,590 +2,884	+2%	+$84.3K	﹤0.01%	1758
2021 Q3	$3.72M	Buy	129,706 +22,098	+21%	+$611K	﹤0.01%	1769
2021 Q2	$2.91M	Buy	107,608 +40,534	+60%	+$1.07M	﹤0.01%	1951
2021 Q1	$1.66M	Buy	+67,074	New	+$1.51M	﹤0.01%	2197
2020 Q3	–	Sell	-10,300	Closed	-$169K	–	3169
2020 Q2	$169K	Buy	+10,300	New	+$161K	﹤0.01%	3032
2020 Q1	–	Sell	-8,200	Closed	-$216K	–	3149
2019 Q4	$216K	Sell	8,200 -200	-2%	-$4.96K	﹤0.01%	2898
2019 Q3	$202K	Buy	+8,400	New	+$198K	﹤0.01%	2941
2015 Q2	–	Sell	-200	Closed	-$4K	–	3088
2015 Q1	$4K	Buy	+200	New	+$4.54K	﹤0.01%	3434

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

AllianceBernstein's FBIZ Position: Q2 2026 in Review

AllianceBernstein reduced its First Business Financial Services (FBIZ) stake by 27% in Q2 2026, selling an estimated $908K and leaving 43,294 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

AllianceBernstein first reported a position in FBIZ in Q1 2015 and has held it in 26 quarters since. The position peaked at $5.11M in Q3 2022. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

AllianceBernstein held 43,294 shares of First Business Financial Services worth $2.33M as of Q2 2026.
AllianceBernstein sold 15,690 First Business Financial Services shares in Q2 2026, an estimated $908K.
First Business Financial Services made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1964 holding.
AllianceBernstein first reported a position in First Business Financial Services in Q1 2015 and has held it in 26 quarters since.
AllianceBernstein's First Business Financial Services position peaked at $5.11M in Q3 2022.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.