Bank of New York Mellon’s First Business Financial Services FBIZ Stock Holding History

Bank of New York Mellon’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	$2.06M	Buy	32,634 +1,825	+6%	+$106K	﹤0.01%	2928
2026 Q1	$1.66M	Sell	30,809 -505	-2%	-$28.1K	﹤0.01%	2911
2025 Q4	$1.7M	Sell	31,314 -2,952	-9%	-$154K	﹤0.01%	2938
2025 Q3	$1.76M	Buy	34,266 +808	+2%	+$41.3K	﹤0.01%	2870
2025 Q2	$1.69M	Buy	33,458 +1,034	+3%	+$49.6K	﹤0.01%	2830
2025 Q1	$1.53M	Sell	32,424 -685	-2%	-$33.8K	﹤0.01%	2814
2024 Q4	$1.53M	Buy	33,109 +1,653	+5%	+$77.4K	﹤0.01%	2885
2024 Q3	$1.43M	Sell	31,456 -6,435	-17%	-$272K	﹤0.01%	2925
2024 Q2	$1.4M	Buy	37,891 +1,998	+6%	+$68.7K	﹤0.01%	2999
2024 Q1	$1.35M	Sell	35,893 -1,788	-5%	-$64.3K	﹤0.01%	2989
2023 Q4	$1.51M	Sell	37,681 -551	-1%	-$18.5K	﹤0.01%	2966
2023 Q3	$1.15M	Buy	38,232 +85	+0.2%	+$2.68K	﹤0.01%	3076
2023 Q2	$1.12M	Sell	38,147 -705	-2%	-$20K	﹤0.01%	3127
2023 Q1	$1.19M	Sell	38,852 -834	-2%	-$28.6K	﹤0.01%	3065
2022 Q4	$1.45M	Buy	39,686 +1,810	+5%	+$66.6K	﹤0.01%	3015
2022 Q3	$1.22M	Buy	37,876 +2,196	+6%	+$72.9K	﹤0.01%	3104
2022 Q2	$1.11M	Buy	35,680 +19,009	+114%	+$635K	﹤0.01%	3164
2022 Q1	$547K	Buy	16,671 +564	+4%	+$18.2K	﹤0.01%	3656
2021 Q4	$469K	Sell	16,107 -5,346	-25%	-$156K	﹤0.01%	3852
2021 Q3	$616K	Sell	21,453 -189	-0.9%	-$5.22K	﹤0.01%	3683
2021 Q2	$585K	Sell	21,642 -20,929	-49%	-$552K	﹤0.01%	3696
2021 Q1	$1.05M	Buy	42,571 +986	+2%	+$22.2K	﹤0.01%	3303
2020 Q4	$766K	Sell	41,585 -9,928	-19%	-$180K	﹤0.01%	3405
2020 Q3	$736K	Sell	51,513 -5,956	-10%	-$92.5K	﹤0.01%	3297
2020 Q2	$946K	Sell	57,469 -3,971	-6%	-$62.1K	﹤0.01%	3148
2020 Q1	$953K	Sell	61,440 -3,405	-5%	-$77.8K	﹤0.01%	3021
2019 Q4	$1.71M	Buy	64,845 +16,936	+35%	+$420K	﹤0.01%	2915
2019 Q3	$1.15M	Sell	47,909 -494	-1%	-$11.6K	﹤0.01%	3084
2019 Q2	$1.14M	Buy	48,403 +541	+1%	+$12.3K	﹤0.01%	3127
2019 Q1	$958K	Buy	47,862 +809	+2%	+$17.1K	﹤0.01%	3213
2018 Q4	$918K	Sell	47,053 -4,384	-9%	-$90.9K	﹤0.01%	3158
2018 Q3	$1.19M	Buy	51,437 +899	+2%	+$21.2K	﹤0.01%	3164
2018 Q2	$1.31M	Sell	50,538 -416	-0.8%	-$10.8K	﹤0.01%	3102
2018 Q1	$1.28M	Buy	50,954 +642	+1%	+$15.4K	﹤0.01%	3071
2017 Q4	$1.11M	Buy	50,312 +2,431	+5%	+$55K	﹤0.01%	3182
2017 Q3	$1.09M	Buy	47,881 +1,594	+3%	+$34.8K	﹤0.01%	3169
2017 Q2	$1.07M	Buy	46,287 +1,060	+2%	+$25.9K	﹤0.01%	3211
2017 Q1	$1.17M	Buy	45,227 +2,202	+5%	+$54.7K	﹤0.01%	3152
2016 Q4	$1.02M	Buy	43,025 +6,421	+18%	+$143K	﹤0.01%	3254
2016 Q3	$860K	Sell	36,604 -972	-3%	-$22.5K	﹤0.01%	3255
2016 Q2	$882K	Buy	37,576 +621	+2%	+$15K	﹤0.01%	3228
2016 Q1	$847K	Buy	36,955 +1,354	+4%	+$30.2K	﹤0.01%	3166
2015 Q4	$890K	Buy	35,601 +4,092	+13%	+$102K	﹤0.01%	3243
2015 Q3	$741K	Sell	31,509 -2,619	-8%	-$59.1K	﹤0.01%	3364
2015 Q2	$800K	Buy	34,128 +1,184	+4%	+$26.7K	﹤0.01%	3453
2015 Q1	$712K	Buy	32,944 +318	+1%	+$7.22K	﹤0.01%	3472
2014 Q4	$781K	Buy	32,626 +6,282	+24%	+$142K	﹤0.01%	3437
2014 Q3	$579K	Buy	26,344 +26	+0.1%	+$585	﹤0.01%	3567
2014 Q2	$619K	Buy	+26,318	New	+$608K	﹤0.01%	3535

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

FBFS

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Bank of New York Mellon's FBIZ Position: Q2 2026 in Review

Bank of New York Mellon increased its First Business Financial Services (FBIZ) stake by 5.9% in Q2 2026, buying an estimated $106K and bringing the position to 32,634 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Bank of New York Mellon first reported a position in FBIZ in Q2 2014 and has held it in 49 quarters since. 56 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Bank of New York Mellon held 32,634 shares of First Business Financial Services worth $2.06M as of Q2 2026.
Bank of New York Mellon bought 1,825 First Business Financial Services shares in Q2 2026, an estimated $106K.
First Business Financial Services made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2928 holding.
Bank of New York Mellon first reported a position in First Business Financial Services in Q2 2014 and has held it in 49 quarters since.
56 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.