Barclays
FBIZ icon

Barclays’s First Business Financial Services FBIZ Stock Holding History

Barclays’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 		$953K Sell
17,680
-10,774
-38% -$599K ﹤0.01% 2788
2025
Q4 		$1.55M Buy
28,454
+1,665
+6% +$87.1K ﹤0.01% 3112
2025
Q3 		$1.37M Sell
26,789
-3,064
-10% -$157K ﹤0.01% 3169
2025
Q2 		$1.51M Buy
29,853
+4,282
+17% +$205K ﹤0.01% 3062
2025
Q1 		$1.21M Sell
25,571
-4,410
-15% -$218K ﹤0.01% 2993
2024
Q4 		$1.39M Buy
29,981
+2,072
+7% +$97K ﹤0.01% 3159
2024
Q3 		$1.27M Buy
27,909
+8,497
+44% +$359K ﹤0.01% 3199
2024
Q2 		$718K Sell
19,412
-2,780
-13% -$95.5K ﹤0.01% 2799
2024
Q1 		$832K Sell
22,192
-6,009
-21% -$216K ﹤0.01% 3260
2023
Q4 		$1.13M Buy
28,201
+8,475
+43% +$285K ﹤0.01% 3343
2023
Q3 		$592K Sell
19,726
-385
-2% -$12.2K ﹤0.01% 2687
2023
Q2 		$593K Sell
20,111
-2,331
-10% -$66.1K ﹤0.01% 2646
2023
Q1 		$685K Buy
22,442
+1,852
+9% +$63.4K ﹤0.01% 3026
2022
Q4 		$753K Buy
20,590
+1,813
+10% +$66.7K ﹤0.01% 3033
2022
Q3 		$607K Buy
18,777
+362
+2% +$12K ﹤0.01% 2579
2022
Q2 		$575K Sell
18,415
-2,086
-10% -$69.6K ﹤0.01% 2767
2022
Q1 		$673K Hold
20,501
– – ﹤0.01% 2692
2021
Q4 		$598K Sell
20,501
-1,185
-5% -$34.7K ﹤0.01% 3124
2021
Q3 		$623K Buy
21,686
+844
+4% +$23.3K ﹤0.01% 3065
2021
Q2 		$564K Sell
20,842
-5,674
-21% -$150K ﹤0.01% 3016
2021
Q1 		$655K Buy
26,516
+6,389
+32% +$144K ﹤0.01% 3034
2020
Q4 		$370K Buy
20,127
+8,857
+79% +$160K ﹤0.01% 3427
2020
Q3 		$161K Sell
11,270
-794
-7% -$12.3K ﹤0.01% 3978
2020
Q2 		$198K Buy
12,064
+9,329
+341% +$146K ﹤0.01% 4075
2020
Q1 		$43K Sell
2,735
-5,674
-67% -$130K ﹤0.01% 5313
2019
Q4 		$221K Buy
8,409
+4,187
+99% +$104K ﹤0.01% 4956
2019
Q3 		$102K Sell
4,222
-1,343
-24% -$31.6K ﹤0.01% 5458
2019
Q2 		$131K Buy
5,565
+2,978
+115% +$67.6K ﹤0.01% 5474
2019
Q1 		$52K Buy
2,587
+2,300
+801% +$48.6K ﹤0.01% 5839
2018
Q4 		$6K Sell
287
-3,397
-92% -$70.4K ﹤0.01% 6371
2018
Q3 		$86K Buy
3,684
+2,893
+366% +$68.1K ﹤0.01% 5696
2018
Q2 		$21K Sell
791
-1,123
-59% -$29K ﹤0.01% 6147
2018
Q1 		$48K Buy
1,914
+509
+36% +$12.2K ﹤0.01% 5925
2017
Q4 		$31K Buy
1,405
+1,214
+636% +$27.4K ﹤0.01% 6039
2017
Q3 		$4K Buy
191
+184
+2,629% +$4.02K ﹤0.01% 6475
2017
Q2 		$0 Sell
7
-37
-84% -$906 ﹤0.01% 6724
2017
Q1 		$1K Sell
44
-108
-71% -$2.68K ﹤0.01% 6577
2016
Q4 		$4K Buy
152
+51
+50% +$1.13K ﹤0.01% 6183
2016
Q3 		$2K Buy
101
+67
+197% +$1.55K ﹤0.01% 6232
2016
Q2 		$1K Buy
+34
New +$823 ﹤0.01% 6091
2015
Q4 		– Sell
-45
Closed -$1K – 6135
2015
Q3 		$1K Sell
45
-123
-73% -$2.78K ﹤0.01% 6532
2015
Q2 		$4K Sell
168
-72
-30% -$1.62K ﹤0.01% 6552
2015
Q1 		$5K Sell
240
-208
-46% -$4.72K ﹤0.01% 6564
2014
Q4 		$11K Buy
448
+186
+71% +$4.2K ﹤0.01% 6666
2014
Q3 		$6K Buy
262
+88
+51% +$1.98K ﹤0.01% 7102
2014
Q2 		$4K Buy
+174
New +$4.02K ﹤0.01% 7185

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Barclays's FBIZ Position: Q1 2026 in Review

Barclays reduced its First Business Financial Services (FBIZ) stake by 38% in Q1 2026, selling an estimated $599K and leaving 17,680 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Barclays first reported a position in FBIZ in Q2 2014 and has held it in 46 quarters since. The position peaked at $1.55M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Barclays held 17,680 shares of First Business Financial Services worth $953K as of Q1 2026.
  • Barclays sold 10,774 First Business Financial Services shares in Q1 2026, an estimated $599K.
  • First Business Financial Services made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2788 holding.
  • Barclays first reported a position in First Business Financial Services in Q2 2014 and has held it in 46 quarters since.
  • Barclays's First Business Financial Services position peaked at $1.55M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.