Bank of New York Mellon
FBIZ icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
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
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 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. 52 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.
  • 52 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.