De Lisle Partners’s First Business Financial Services FBIZ Stock Holding History

De Lisle Partners’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	$5.34M	Buy	98,812 +2,000	+2%	+$111K	0.64%	47
2025 Q4	$5.26M	Buy	96,812 +3,172	+3%	+$166K	0.68%	46
2025 Q3	$4.8M	Buy	93,640 +5,000	+6%	+$256K	0.59%	47
2025 Q2	$4.49M	Buy	88,640 +14,000	+19%	+$671K	0.63%	45
2025 Q1	$3.52M	Buy	74,640 +3,774	+5%	+$186K	0.58%	55
2024 Q4	$3.27M	Buy	70,866 +4,092	+6%	+$192K	0.48%	61
2024 Q3	$3.04M	Buy	66,774 +20,183	+43%	+$853K	0.49%	62
2024 Q2	$1.71M	Hold	46,591	–	–	0.37%	76
2024 Q1	$1.74M	Buy	+46,591	New	+$1.68M	0.4%	77

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

BFC

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

CCM

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

De Lisle Partners's FBIZ Position: Q1 2026 in Review

De Lisle Partners increased its First Business Financial Services (FBIZ) stake by 2.1% in Q1 2026, buying an estimated $111K and bringing the position to 98,812 shares worth $5.34M. The position accounts for 0.64% of the portfolio, ranked #47.

De Lisle Partners first reported a position in FBIZ in Q1 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

De Lisle Partners held 98,812 shares of First Business Financial Services worth $5.34M as of Q1 2026.
De Lisle Partners bought 2,000 First Business Financial Services shares in Q1 2026, an estimated $111K.
First Business Financial Services made up 0.64% of De Lisle Partners's portfolio in Q1 2026, its #47 holding.
De Lisle Partners first reported a position in First Business Financial Services in Q1 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.