EI
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EAM Investors’s First Business Financial Services FBIZ Stock Holding History

EAM Investors’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
2025
Q2 		– Sell
-17,624
Closed -$831K – 277
2025
Q1 		$831K Buy
+17,624
New +$870K 0.14% 177
2024
Q4 		– Sell
-15,001
Closed -$684K – 288
2024
Q3 		$684K Buy
+15,001
New +$634K 0.1% 209
2024
Q1 		– Sell
-18,274
Closed -$733K – 274
2023
Q4 		$733K Buy
+18,274
New +$615K 0.13% 189
2023
Q1 		– Sell
-32,334
Closed -$1.18M – 294
2022
Q4 		$1.18M Sell
32,334
-101
-0.3% -$3.71K 0.24% 192
2022
Q3 		$1.05M Sell
32,435
-5,519
-15% -$183K 0.23% 199
2022
Q2 		$1.18M Sell
37,954
-448
-1% -$15K 0.29% 161
2022
Q1 		$1.26M Buy
+38,402
New +$1.24M 0.23% 225
2016
Q3 		– Sell
-51,948
Closed -$1.22M – 316
2016
Q2 		$1.22M Hold
51,948
– – 0.18% 224
2016
Q1 		$1.19M Sell
51,948
-18,027
-26% -$402K 0.19% 210
2015
Q4 		$1.75M Buy
+69,975
New +$1.75M 0.23% 177
2015
Q2 		– Sell
-59,944
Closed -$1.3M – 336
2015
Q1 		$1.3M Buy
59,944
+578
+1% +$13.1K 0.15% 266
2014
Q4 		$1.42M Sell
59,366
-19,860
-25% -$449K 0.2% 229
2014
Q3 		$1.74M Hold
79,226
– – 0.35% 91
2014
Q2 		$1.86M Buy
+79,226
New +$1.83M 0.35% 75

Other funds holding FBIZ

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM Investors's FBIZ Position: Q2 2025 in Review

EAM Investors sold out of First Business Financial Services (FBIZ) in Q2 2025, closing a stake of 17,624 shares — an estimated $831K sold.

EAM Investors first reported a position in FBIZ in Q2 2014 and held it in 14 quarters. The position peaked at $1.86M in Q2 2014. 117 funds tracked by Wall St. Rank hold FBIZ as of Q2 2025.

  • EAM Investors reported no remaining First Business Financial Services position as of Q2 2025 after selling out during the quarter.
  • EAM Investors sold 17,624 First Business Financial Services shares in Q2 2025, an estimated $831K.
  • EAM Investors first reported a position in First Business Financial Services in Q2 2014 and held it in 14 quarters.
  • EAM Investors's First Business Financial Services position peaked at $1.86M in Q2 2014.
  • 117 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2025.

Based on EAM Investors's 13F filing for Q2 2025, filed 12 Aug 2025.