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Basswood Capital Management’s First Business Financial Services FBIZ Stock Holding History

Basswood Capital Management’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
2022
Q1 		– Sell
-86,078
Closed -$2.51M – 137
2021
Q4 		$2.51M Sell
86,078
-3,612
-4% -$106K 0.12% 96
2021
Q3 		$2.58M Buy
89,690
+19,710
+28% +$545K 0.1% 103
2021
Q2 		$1.89M Buy
+69,980
New +$1.85M 0.08% 102

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Basswood Capital Management's FBIZ Position: Q1 2022 in Review

Basswood Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2022, closing a stake of 86,078 shares — an estimated $2.51M sold.

Basswood Capital Management first reported a position in FBIZ in Q2 2021 and held it in 3 quarters. The position peaked at $2.58M in Q3 2021. 77 funds tracked by Wall St. Rank hold FBIZ as of Q1 2022.

  • Basswood Capital Management reported no remaining First Business Financial Services position as of Q1 2022 after selling out during the quarter.
  • Basswood Capital Management sold 86,078 First Business Financial Services shares in Q1 2022, an estimated $2.51M.
  • Basswood Capital Management first reported a position in First Business Financial Services in Q2 2021 and held it in 3 quarters.
  • Basswood Capital Management's First Business Financial Services position peaked at $2.58M in Q3 2021.
  • 77 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2022.

Based on Basswood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.