Beese Fulmer Investment Management’s First Business Financial Services FBIZ Stock Holding History

Beese Fulmer Investment 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
2026 Q2	$305K	Buy	4,824 +38	+0.8%	+$2.2K	0.02%	299
2026 Q1	$258K	Sell	4,786 -2	-0%	-$111	0.02%	346
2025 Q4	$260K	Buy	4,788 +38	+0.8%	+$1.99K	0.02%	324
2025 Q3	$243K	Hold	4,750	–	–	0.02%	261
2025 Q2	$241K	Hold	4,750	–	–	0.02%	260
2025 Q1	$224K	Hold	4,750	–	–	0.02%	226
2024 Q4	$220K	Hold	4,750	–	–	0.02%	211
2024 Q3	$217K	Buy	+4,750	New	+$201K	0.02%	219
2020 Q3	–	Sell	-4,750	Closed	-$78K	–	310
2020 Q2	$78K	Buy	+4,750	New	+$74.2K	0.01%	269

Other funds holding FBIZ

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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

PCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Beese Fulmer Investment Management's FBIZ Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its First Business Financial Services (FBIZ) stake by 0.79% in Q2 2026, buying an estimated $2.2K and bringing the position to 4,824 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #299.

Beese Fulmer Investment Management first reported a position in FBIZ in Q2 2020 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Beese Fulmer Investment Management held 4,824 shares of First Business Financial Services worth $305K as of Q2 2026.
Beese Fulmer Investment Management bought 38 First Business Financial Services shares in Q2 2026, an estimated $2.2K.
First Business Financial Services made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #299 holding.
Beese Fulmer Investment Management first reported a position in First Business Financial Services in Q2 2020 and has held it in 9 quarters since.
28 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.