Baird Financial Group’s First Business Financial Services FBIZ Stock Holding History

Baird Financial Group’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Hold	21,240	–	–	﹤0.01%	1192
2025 Q1	$1M	Hold	21,240	–	–	﹤0.01%	1179
2024 Q4	$983K	Hold	21,240	–	–	﹤0.01%	1184
2024 Q3	$968K	Buy	21,240 +12,000	+130%	+$547K	﹤0.01%	1182
2024 Q2	$342K	Hold	9,240	–	–	﹤0.01%	1517
2024 Q1	$347K	Sell	9,240 -1,000	-10%	-$37.5K	﹤0.01%	1504
2023 Q4	$411K	Sell	10,240 -160	-2%	-$6.42K	﹤0.01%	1423
2023 Q3	$312K	Buy	10,400 +1,000	+11%	+$30K	﹤0.01%	1488
2023 Q2	$277K	Sell	9,400 -352	-4%	-$10.4K	﹤0.01%	1527
2023 Q1	$298K	Buy	9,752 +12	+0.1%	+$366	﹤0.01%	1494
2022 Q4	$356K	Hold	9,740	–	–	﹤0.01%	1401
2022 Q3	$315K	Hold	9,740	–	–	﹤0.01%	1450
2022 Q2	$304K	Buy	9,740 +500	+5%	+$15.6K	﹤0.01%	1550
2022 Q1	$303K	Hold	9,240	–	–	﹤0.01%	1611
2021 Q4	$270K	Hold	9,240	–	–	﹤0.01%	1716
2021 Q3	$265K	Hold	9,240	–	–	﹤0.01%	1709
2021 Q2	$250K	Hold	9,240	–	–	﹤0.01%	1619
2021 Q1	$229K	Buy	+9,240	New	+$229K	﹤0.01%	1600
2020 Q1	–	Sell	-9,548	Closed	-$251K	–	1468
2019 Q4	$251K	Hold	9,548	–	–	﹤0.01%	1389
2019 Q3	$230K	Sell	9,548 -308	-3%	-$7.42K	﹤0.01%	1406
2019 Q2	$232K	Sell	9,856 -3,696	-27%	-$87K	﹤0.01%	1424
2019 Q1	$271K	Hold	13,552	–	–	﹤0.01%	1173
2018 Q4	$264K	Hold	13,552	–	–	﹤0.01%	1150
2018 Q3	$310K	Hold	13,552	–	–	﹤0.01%	1170
2018 Q2	$352K	Buy	13,552 +1,848	+16%	+$48K	﹤0.01%	1102
2018 Q1	$294K	Buy	11,704 +1,848	+19%	+$46.4K	﹤0.01%	1131
2017 Q4	$218K	Hold	9,856	–	–	﹤0.01%	1195
2017 Q3	$224K	Hold	9,856	–	–	﹤0.01%	1159
2017 Q2	$227K	Hold	9,856	–	–	﹤0.01%	1146
2017 Q1	$256K	Hold	9,856	–	–	﹤0.01%	1113
2016 Q4	$234K	Hold	9,856	–	–	﹤0.01%	1108
2016 Q3	$232K	Hold	9,856	–	–	﹤0.01%	1113
2016 Q2	$231K	Hold	9,856	–	–	﹤0.01%	1107
2016 Q1	$226K	Hold	9,856	–	–	﹤0.01%	1120
2015 Q4	$246K	Hold	9,856	–	–	﹤0.01%	1114
2015 Q3	$232K	Hold	9,856	–	–	﹤0.01%	1120
2015 Q2	$231K	Buy	+9,856	New	+$231K	﹤0.01%	1188