Banc Funds Company’s First Business Financial Services FBIZ Stock Holding History

Banc Funds Company’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	$8.96M	Hold	166,224	–	–	1.67%	18
2025 Q4	$9.03M	Sell	166,224 -27,300	-14%	-$1.43M	1.79%	15
2025 Q3	$9.92M	Sell	193,524 -70,953	-27%	-$3.63M	1.73%	16
2025 Q2	$13.4M	Sell	264,477 -9,800	-4%	-$470K	2.03%	12
2025 Q1	$12.9M	Sell	274,277 -59,166	-18%	-$2.92M	1.71%	17
2024 Q4	$15.4M	Sell	333,443 -68,183	-17%	-$3.19M	1.7%	16
2024 Q3	$18.3M	Sell	401,626 -37,904	-9%	-$1.6M	1.99%	11
2024 Q2	$16.3M	Sell	439,530 -18,195	-4%	-$625K	1.93%	12
2024 Q1	$17.2M	Sell	457,725 -969	-0.2%	-$34.9K	1.94%	12
2023 Q4	$18.4M	Hold	458,694	–	–	1.81%	14
2023 Q3	$13.8M	Hold	458,694	–	–	1.61%	15
2023 Q2	$13.5M	Hold	458,694	–	–	1.59%	15
2023 Q1	$14M	Hold	458,694	–	–	1.49%	17
2022 Q4	$16.8M	Sell	458,694 -114,677	-20%	-$4.22M	1.48%	16
2022 Q3	$18.5M	Hold	573,371	–	–	1.71%	11
2022 Q2	$17.9M	Buy	573,371 +58,500	+11%	+$1.95M	1.62%	14
2022 Q1	$16.9M	Buy	514,871 +74,261	+17%	+$2.4M	1.33%	21
2021 Q4	$12.9M	Sell	440,610 -38,657	-8%	-$1.13M	0.97%	35
2021 Q3	$13.8M	Sell	479,267 -192,180	-29%	-$5.31M	1.05%	27
2021 Q2	$18.2M	Sell	671,447 -100,641	-13%	-$2.65M	1.33%	14
2021 Q1	$19.1M	Sell	772,088 -540	-0.1%	-$12.1K	1.45%	11
2020 Q4	$14.2M	Buy	772,628 +10,599	+1%	+$192K	1.35%	15
2020 Q3	$10.9M	Buy	762,029 +38,797	+5%	+$603K	1.41%	13
2020 Q2	$11.9M	Buy	723,232 +3,209	+0.4%	+$50.2K	1.42%	12
2020 Q1	$11.2M	Sell	720,023 -1,762	-0.2%	-$40.2K	1.33%	15
2019 Q4	$19M	Buy	721,785 +23,322	+3%	+$578K	1.32%	16
2019 Q3	$16.8M	Buy	698,463 +12,611	+2%	+$297K	1.27%	15
2019 Q2	$16.1M	Buy	685,852 +10,000	+1%	+$227K	1.24%	17
2019 Q1	$13.5M	Hold	675,852	–	–	1.01%	24
2018 Q4	$13.2M	Sell	675,852 -49,350	-7%	-$1.02M	0.99%	21
2018 Q3	$16.8M	Sell	725,202 -106,850	-13%	-$2.52M	1%	19
2018 Q2	$21.6M	Buy	832,052 +9,234	+1%	+$239K	1.12%	16
2018 Q1	$20.7M	Buy	822,818 +41,620	+5%	+$1M	1.06%	20
2017 Q4	$17.3M	Sell	781,198 -5,000	-0.6%	-$113K	0.8%	33
2017 Q3	$17.9M	Hold	786,198	–	–	0.8%	35
2017 Q2	$18.1M	Buy	786,198 +22,770	+3%	+$557K	0.83%	33
2017 Q1	$19.8M	Buy	763,428 +27,700	+4%	+$688K	0.85%	29
2016 Q4	$17.5M	Buy	735,728 +50,000	+7%	+$1.11M	0.74%	37
2016 Q3	$16.1M	Buy	685,728 +25,000	+4%	+$578K	0.89%	27
2016 Q2	$15.5M	Hold	660,728	–	–	0.9%	30
2016 Q1	$15.2M	Hold	660,728	–	–	0.95%	27
2015 Q4	$16.5M	Sell	660,728 -20,000	-3%	-$499K	0.94%	27
2015 Q3	$16M	Hold	680,728	–	–	0.98%	26
2015 Q2	$16M	Buy	680,728 +6,600	+1%	+$149K	0.97%	31
2015 Q1	$14.6M	Hold	674,128	–	–	0.96%	29
2014 Q4	$16.1M	Buy	674,128 +72,128	+12%	+$1.63M	1.11%	23
2014 Q3	$13.2M	Hold	602,000	–	–	1.01%	28
2014 Q2	$14.2M	Hold	602,000	–	–	1.03%	27
2014 Q1	$14.2M	Hold	602,000	–	–	1.06%	31
2013 Q4	$11.3M	Hold	602,000	–	–	0.86%	39
2013 Q3	$9.82M	Hold	602,000	–	–	0.81%	40
2013 Q2	$9.02M	Buy	+602,000	New	+$8.48M	0.81%	38

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 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 $2.9T AUM 29.55% 1-Year Est. Return

CCM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Banc Funds Company's FBIZ Position: Q1 2026 in Review

Banc Funds Company held its First Business Financial Services (FBIZ) position steady in Q1 2026 at 166,224 shares worth $8.96M. The position accounts for 1.67% of the portfolio, ranked #18.

Banc Funds Company first reported a position in FBIZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.6M in Q2 2018. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Banc Funds Company held 166,224 shares of First Business Financial Services worth $8.96M as of Q1 2026.
Banc Funds Company left its First Business Financial Services share count unchanged in Q1 2026.
First Business Financial Services made up 1.67% of Banc Funds Company's portfolio in Q1 2026, its #18 holding.
Banc Funds Company first reported a position in First Business Financial Services in Q2 2013 and has held it in 52 quarters since.
Banc Funds Company's First Business Financial Services position peaked at $21.6M in Q2 2018.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Banc Funds Company's 13F filing for Q1 2026, filed 14 May 2026.