Covestor’s First Business Financial Services FBIZ Stock Holding History

Covestor’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	$11K	Sell	190 -8	-4%	-$445	0.01%	1347
2025 Q4	$11K	Buy	198 +2	+1%	+$105	0.01%	1520
2025 Q3	$11K	Buy	196 +168	+600%	+$8.6K	0.01%	1538
2025 Q2	$1K	Sell	28 -11	-28%	-$527	﹤0.01%	1983
2025 Q1	$2K	Sell	39 -21	-35%	-$1.04K	﹤0.01%	1837
2024 Q4	$3K	Buy	60 +31	+107%	+$1.45K	﹤0.01%	1797
2024 Q3	$1K	Buy	29 +1	+4%	+$42	﹤0.01%	1965
2024 Q2	$1K	Buy	28 +11	+65%	+$378	﹤0.01%	1989
2024 Q1	$1K	Sell	17 -10	-37%	-$360	﹤0.01%	1967
2023 Q4	$1K	Sell	27 -16	-37%	-$538	﹤0.01%	1962
2023 Q3	$1K	Sell	43 -14	-25%	-$442	﹤0.01%	1924
2023 Q2	$2K	Sell	57 -37	-39%	-$1.05K	﹤0.01%	1817
2023 Q1	$3K	Buy	94 +22	+31%	+$753	﹤0.01%	1666
2022 Q4	$3K	Sell	72 -14	-16%	-$515	﹤0.01%	1691
2022 Q3	$3K	Buy	+86	New	+$2.85K	﹤0.01%	1610

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