Baird Financial Group’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Hold |
21,240
| – | – | ﹤0.01% | 1229 |
|
|
2025
Q4 | $1.15M | Hold |
21,240
| – | – | ﹤0.01% | 1209 |
|
|
2025
Q3 | $1.09M | Hold |
21,240
| – | – | ﹤0.01% | 1235 |
|
|
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% | +$507K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $342K | Hold |
9,240
| – | – | ﹤0.01% | 1517 |
|
|
2024
Q1 | $347K | Sell |
9,240
-1,000
| -10% | -$36K | ﹤0.01% | 1504 |
|
|
2023
Q4 | $411K | Sell |
10,240
-160
| -2% | -$5.38K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $312K | Buy |
10,400
+1,000
| +11% | +$31.6K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $277K | Sell |
9,400
-352
| -4% | -$9.98K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $298K | Buy |
9,752
+12
| +0.1% | +$411 | ﹤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% | +$16.7K | ﹤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 | +$208K | ﹤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% | -$7.24K | ﹤0.01% | 1406 |
|
|
2019
Q2 | $232K | Sell |
9,856
-3,696
| -27% | -$83.9K | ﹤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% | +$47.8K | ﹤0.01% | 1102 |
|
|
2018
Q1 | $294K | Buy |
11,704
+1,848
| +19% | +$44.5K | ﹤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 | +$222K | ﹤0.01% | 1188 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM
Baird Financial Group's FBIZ Position: Q1 2026 in Review
Baird Financial Group held its First Business Financial Services (FBIZ) position steady in Q1 2026 at 21,240 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.
Baird Financial Group first reported a position in FBIZ in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.15M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.
- Baird Financial Group held 21,240 shares of First Business Financial Services worth $1.15M as of Q1 2026.
- Baird Financial Group left its First Business Financial Services share count unchanged in Q1 2026.
- First Business Financial Services made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1229 holding.
- Baird Financial Group first reported a position in First Business Financial Services in Q2 2015 and has held it in 40 quarters since.
- Baird Financial Group's First Business Financial Services position peaked at $1.15M in Q4 2025.
- 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.