Citadel Advisors

Citadel Advisors’s First Business Financial Services FBIZ Stock Holding History

Citadel Advisors’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	$240K	Buy	+4,456	New	+$248K	﹤0.01%	10997
2025 Q3	–	Sell	-12,611	Closed	-$639K	–	13129
2025 Q2	$639K	Buy	+12,611	New	+$605K	﹤0.01%	8049
2025 Q1	–	Sell	-5,362	Closed	-$248K	–	14783
2024 Q4	$248K	Buy	+5,362	New	+$251K	﹤0.01%	10047
2022 Q4	–	Sell	-9,528	Closed	-$308K	–	15006
2022 Q3	$308K	Sell	9,528 -9,210	-49%	-$306K	﹤0.01%	9512
2022 Q2	$584K	Buy	18,738 +9,342	+99%	+$312K	﹤0.01%	8294
2022 Q1	$308K	Buy	+9,396	New	+$303K	﹤0.01%	10527
2021 Q3	–	Sell	-9,740	Closed	-$263K	–	14017
2021 Q2	$263K	Buy	+9,740	New	+$257K	﹤0.01%	11589

Other funds holding FBIZ

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

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return