Amalgamated Bank’s First Business Financial Services FBIZ Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-250	Closed	-$14K	–	2029
2025 Q4	$14K	Sell	250 -29	-10%	-$1.52K	﹤0.01%	2277
2025 Q3	$14K	Hold	279	–	–	﹤0.01%	2297
2025 Q2	$14K	Hold	279	–	–	﹤0.01%	2267
2025 Q1	$13K	Hold	279	–	–	﹤0.01%	2245
2024 Q4	$13K	Hold	279	–	–	﹤0.01%	2306
2024 Q3	$13K	Hold	279	–	–	﹤0.01%	2320
2024 Q2	$10K	Hold	279	–	–	﹤0.01%	2433
2024 Q1	$10K	Sell	279 -421	-60%	-$15.1K	﹤0.01%	2433
2023 Q4	$28K	Sell	700 -83	-11%	-$2.79K	﹤0.01%	2497
2023 Q3	$23K	Hold	783	–	–	﹤0.01%	2580
2023 Q2	$23K	Sell	783 -42	-5%	-$1.19K	﹤0.01%	2674
2023 Q1	$25K	Sell	825 -191	-19%	-$6.54K	﹤0.01%	2561
2022 Q4	$37K	Hold	1,016	–	–	﹤0.01%	2551
2022 Q3	$33K	Hold	1,016	–	–	﹤0.01%	2627
2022 Q2	$32K	Buy	+1,016	New	+$33.9K	﹤0.01%	2683

Other funds holding FBIZ

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Amalgamated Bank's FBIZ Position: Q1 2026 in Review

Amalgamated Bank sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 250 shares — an estimated $14K sold.

Amalgamated Bank first reported a position in FBIZ in Q2 2022 and held it in 15 quarters. The position peaked at $37K in Q4 2022. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Amalgamated Bank reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 250 First Business Financial Services shares in Q1 2026, an estimated $14K.
Amalgamated Bank first reported a position in First Business Financial Services in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's First Business Financial Services position peaked at $37K in Q4 2022.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.