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

Coldstream 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
2025
Q2 		– Sell
-236
Closed -$11.1K – 1840
2025
Q1 		$11.1K Buy
+236
New +$11.6K ﹤0.01% 2340

Other funds holding FBIZ

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's FBIZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Business Financial Services (FBIZ) in Q2 2025, closing a stake of 236 shares — an estimated $11.1K sold.

Coldstream Capital Management first reported a position in FBIZ in Q1 2025 and held it in 1 quarter. The position peaked at $11.1K in Q1 2025. 117 funds tracked by Wall St. Rank hold FBIZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Business Financial Services position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 236 First Business Financial Services shares in Q2 2025, an estimated $11.1K.
  • Coldstream Capital Management first reported a position in First Business Financial Services in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Business Financial Services position peaked at $11.1K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.