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

Bridgeway 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
2026 Q1	$4.17M	Buy	77,382 +3,655	+5%	+$203K	0.08%	304
2025 Q4	$4M	Buy	73,727 +1,666	+2%	+$87.1K	0.08%	305
2025 Q3	$3.69M	Sell	72,061 -9,844	-12%	-$504K	0.08%	341
2025 Q2	$4.15M	Sell	81,905 -5,066	-6%	-$243K	0.1%	279
2025 Q1	$4.1M	Sell	86,971 -3,450	-4%	-$170K	0.1%	284
2024 Q4	$4.19M	Buy	90,421 +2,156	+2%	+$101K	0.09%	317
2024 Q3	$4.02M	Sell	88,265 -1,296	-1%	-$54.8K	0.09%	333
2024 Q2	$3.31M	Buy	89,561 +3,060	+4%	+$105K	0.08%	367
2024 Q1	$3.24M	Buy	86,501 +2,975	+4%	+$107K	0.07%	421
2023 Q4	$3.35M	Buy	83,526 +3,368	+4%	+$113K	0.07%	420
2023 Q3	$2.41M	Buy	80,158 +2,844	+4%	+$89.8K	0.06%	488
2023 Q2	$2.28M	Buy	77,314 +1,116	+1%	+$31.6K	0.05%	504
2023 Q1	$2.32M	Sell	76,198 -2,510	-3%	-$85.9K	0.06%	476
2022 Q4	$2.88M	Hold	78,708	–	–	0.07%	439
2022 Q3	$2.54M	Sell	78,708 -33,400	-30%	-$1.11M	0.07%	445
2022 Q2	$3.5M	Hold	112,108	–	–	0.08%	385
2022 Q1	$3.68M	Buy	112,108 +26,900	+32%	+$868K	0.07%	415
2021 Q4	$2.49M	Hold	85,208	–	–	0.05%	543
2021 Q3	$2.45M	Hold	85,208	–	–	0.05%	543
2021 Q2	$2.31M	Hold	85,208	–	–	0.04%	576
2021 Q1	$2.11M	Buy	85,208 +5,000	+6%	+$112K	0.04%	597
2020 Q4	$1.48M	Hold	80,208	–	–	0.03%	627
2020 Q3	$1.15M	Hold	80,208	–	–	0.03%	627
2020 Q2	$1.32M	Sell	80,208 -29,200	-27%	-$456K	0.03%	561
2020 Q1	$1.7M	Buy	109,408 +3,300	+3%	+$75.4K	0.04%	388
2019 Q4	$2.79M	Buy	106,108 +3,500	+3%	+$86.8K	0.04%	407
2019 Q3	$2.47M	Buy	102,608 +9,000	+10%	+$212K	0.03%	419
2019 Q2	$2.2M	Buy	93,608 +2,500	+3%	+$56.8K	0.03%	488
2019 Q1	$1.82M	Hold	91,108	–	–	0.02%	562
2018 Q4	$1.78M	Buy	91,108 +17,900	+24%	+$371K	0.02%	538
2018 Q3	$1.7M	Hold	73,208	–	–	0.02%	682
2018 Q2	$1.9M	Hold	73,208	–	–	0.02%	652
2018 Q1	$1.84M	Hold	73,208	–	–	0.02%	619
2017 Q4	$1.62M	Hold	73,208	–	–	0.02%	658
2017 Q3	$1.67M	Buy	73,208 +800	+1%	+$17.5K	0.02%	656
2017 Q2	$1.67M	Hold	72,408	–	–	0.02%	637
2017 Q1	$1.88M	Sell	72,408 -28,100	-28%	-$698K	0.02%	592
2016 Q4	$2.38M	Hold	100,508	–	–	0.03%	516
2016 Q3	$2.36M	Buy	100,508 +24,900	+33%	+$576K	0.04%	475
2016 Q2	$1.77M	Buy	75,608 +100	+0.1%	+$2.42K	0.03%	568
2016 Q1	$1.73M	Buy	75,508 +33,150	+78%	+$739K	0.03%	563
2015 Q4	$1.06M	Hold	42,358	–	–	0.02%	732
2015 Q3	$996K	Buy	42,358 +50	+0.1%	+$1.13K	0.02%	750
2015 Q2	$992K	Sell	42,308 -31,600	-43%	-$712K	0.02%	795
2015 Q1	$1.6M	Sell	73,908 -100	-0.1%	-$2.27K	0.03%	603
2014 Q4	$1.77M	Sell	74,008 -16,800	-19%	-$380K	0.04%	563
2014 Q3	$1.99M	Hold	90,808	–	–	0.05%	492
2014 Q2	$2.13M	Hold	90,808	–	–	0.06%	495
2014 Q1	$2.14M	Hold	90,808	–	–	0.06%	473
2013 Q4	$1.71M	Buy	90,808 +16,900	+23%	+$300K	0.05%	546
2013 Q3	$1.21M	Hold	73,908	–	–	0.04%	645
2013 Q2	$1.11M	Buy	+73,908	New	+$1.04M	0.04%	582

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bridgeway Capital Management's FBIZ Position: Q1 2026 in Review

Bridgeway Capital Management increased its First Business Financial Services (FBIZ) stake by 5% in Q1 2026, buying an estimated $203K and bringing the position to 77,382 shares worth $4.17M. The position accounts for 0.08% of the portfolio, ranked #304.

Bridgeway Capital Management first reported a position in FBIZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.19M in Q4 2024. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Bridgeway Capital Management held 77,382 shares of First Business Financial Services worth $4.17M as of Q1 2026.
Bridgeway Capital Management bought 3,655 First Business Financial Services shares in Q1 2026, an estimated $203K.
First Business Financial Services made up 0.08% of Bridgeway Capital Management's portfolio in Q1 2026, its #304 holding.
Bridgeway Capital Management first reported a position in First Business Financial Services in Q2 2013 and has held it in 52 quarters since.
Bridgeway Capital Management's First Business Financial Services position peaked at $4.19M in Q4 2024.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.