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 Q2	$6.26M	Hold	98,812	–	–	0.68%	45
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

De Lisle Partners's FBIZ Position: Q2 2026 in Review

De Lisle Partners held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 98,812 shares worth $6.26M. The position accounts for 0.68% of the portfolio, ranked #45.

De Lisle Partners first reported a position in FBIZ in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

De Lisle Partners held 98,812 shares of First Business Financial Services worth $6.26M as of Q2 2026.
De Lisle Partners left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up 0.68% of De Lisle Partners's portfolio in Q2 2026, its #45 holding.
De Lisle Partners first reported a position in First Business Financial Services in Q1 2024 and has held it in 10 quarters since.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.