BGIM
FBIZ icon

Brandywine Global Investment Management’s First Business Financial Services FBIZ Stock Holding History

Brandywine Global 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
2022
Q2 		– Sell
-72,216
Closed -$2.37M – 738
2022
Q1 		$2.37M Hold
72,216
– – 0.02% 521
2021
Q4 		$2.11M Sell
72,216
-2,100
-3% -$61.4K 0.02% 520
2021
Q3 		$2.13M Sell
74,316
-800
-1% -$22.1K 0.02% 521
2021
Q2 		$2.03M Sell
75,116
-6,000
-7% -$158K 0.02% 534
2021
Q1 		$2.01M Sell
81,116
-800
-1% -$18K 0.02% 523
2020
Q4 		$1.51M Buy
81,916
+24,545
+43% +$444K 0.01% 503
2020
Q3 		$820K Buy
57,371
+10,165
+22% +$158K 0.01% 507
2020
Q2 		$777K Buy
47,206
+1,050
+2% +$16.4K 0.01% 522
2020
Q1 		$716K Buy
46,156
+3,189
+7% +$72.8K 0.01% 531
2019
Q4 		$1.14M Buy
42,967
+9,266
+27% +$230K 0.01% 563
2019
Q3 		$812K Hold
33,701
– – 0.01% 574
2019
Q2 		$792K Buy
33,701
+31,326
+1,319% +$711K 0.01% 583
2019
Q1 		$48K Hold
2,375
– – ﹤0.01% 727
2018
Q4 		$47K Hold
2,375
– – ﹤0.01% 715
2018
Q3 		$56K Hold
2,375
– – ﹤0.01% 737
2018
Q2 		$62K Hold
2,375
– – ﹤0.01% 773
2018
Q1 		$60K Sell
2,375
-535
-18% -$12.9K ﹤0.01% 765
2017
Q4 		$65K Sell
2,910
-63
-2% -$1.42K ﹤0.01% 771
2017
Q3 		$68K Sell
2,973
-38
-1% -$830 ﹤0.01% 761
2017
Q2 		$70K Sell
3,011
-69
-2% -$1.69K ﹤0.01% 774
2017
Q1 		$80K Hold
3,080
– – ﹤0.01% 787
2016
Q4 		$74K Sell
3,080
-20
-0.6% -$444 ﹤0.01% 803
2016
Q3 		$73K Hold
3,100
– – ﹤0.01% 792
2016
Q2 		$73K Hold
3,100
– – ﹤0.01% 800
2016
Q1 		$72K Buy
+3,100
New +$69.1K ﹤0.01% 815

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brandywine Global Investment Management's FBIZ Position: Q2 2022 in Review

Brandywine Global Investment Management sold out of First Business Financial Services (FBIZ) in Q2 2022, closing a stake of 72,216 shares — an estimated $2.37M sold.

Brandywine Global Investment Management first reported a position in FBIZ in Q1 2016 and held it in 25 quarters. The position peaked at $2.37M in Q1 2022. 90 funds tracked by Wall St. Rank hold FBIZ as of Q2 2022.

  • Brandywine Global Investment Management reported no remaining First Business Financial Services position as of Q2 2022 after selling out during the quarter.
  • Brandywine Global Investment Management sold 72,216 First Business Financial Services shares in Q2 2022, an estimated $2.37M.
  • Brandywine Global Investment Management first reported a position in First Business Financial Services in Q1 2016 and held it in 25 quarters.
  • Brandywine Global Investment Management's First Business Financial Services position peaked at $2.37M in Q1 2022.
  • 90 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2022.

Based on Brandywine Global Investment Management's 13F filing for Q2 2022, filed 11 Aug 2022.