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Daytona Street Capital’s First Business Financial Services FBIZ Stock Holding History

Daytona Street Capital’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 		$1.88M Sell
29,623
-1,167
-4% -$67.6K 1.37% 21
2026
Q1 		$1.71M Hold
30,790
– – 1.32% 23
2025
Q4 		$1.67M Buy
+30,790
New +$1.61M 1.3% 23

Other funds holding FBIZ

FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Daytona Street Capital's FBIZ Position: Q2 2026 in Review

Daytona Street Capital reduced its First Business Financial Services (FBIZ) stake by 3.8% in Q2 2026, selling an estimated $67.6K and leaving 29,623 shares worth $1.88M. The position accounts for 1.37% of the portfolio, ranked #21.

Daytona Street Capital first reported a position in FBIZ in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Daytona Street Capital held 29,623 shares of First Business Financial Services worth $1.88M as of Q2 2026.
  • Daytona Street Capital sold 1,167 First Business Financial Services shares in Q2 2026, an estimated $67.6K.
  • First Business Financial Services made up 1.37% of Daytona Street Capital's portfolio in Q2 2026, its #21 holding.
  • Daytona Street Capital first reported a position in First Business Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.