C
FBIZ icon

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
Q2 		$0 Sell
4
-186
-98% -$10.8K ﹤0.01% 2588
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Covestor's FBIZ Position: Q2 2026 in Review

Covestor reduced its First Business Financial Services (FBIZ) stake by 98% in Q2 2026, selling an estimated $10.8K and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Covestor first reported a position in FBIZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $11K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Covestor held 4 shares of First Business Financial Services worth $0 as of Q2 2026.
  • Covestor sold 186 First Business Financial Services shares in Q2 2026, an estimated $10.8K.
  • First Business Financial Services made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2588 holding.
  • Covestor first reported a position in First Business Financial Services in Q3 2022 and has held it in 16 quarters since.
  • Covestor's First Business Financial Services position peaked at $11K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.