EF
FBIZ icon

Empowered Funds’s First Business Financial Services FBIZ Stock Holding History

Empowered Funds’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 		$2.26M Buy
+41,982
New +$2.33M 0.01% 1042
2025
Q4 		– Sell
-36,661
Closed -$1.88M – 1285
2025
Q3 		$1.88M Buy
36,661
+156
+0.4% +$7.98K 0.02% 951
2025
Q2 		$1.85M Sell
36,505
-5,066
-12% -$243K 0.02% 857
2025
Q1 		$1.96M Sell
41,571
-3,450
-8% -$170K 0.03% 757
2024
Q4 		$2.08M Buy
45,021
+2,156
+5% +$101K 0.03% 721
2024
Q3 		$1.95M Sell
42,865
-1,296
-3% -$54.8K 0.03% 684
2024
Q2 		$1.63M Buy
44,161
+3,060
+7% +$105K 0.03% 680
2024
Q1 		$1.54M Buy
41,101
+2,975
+8% +$107K 0.03% 697
2023
Q4 		$1.53M Buy
38,126
+3,368
+10% +$113K 0.04% 617
2023
Q3 		$1.04M Buy
34,758
+2,844
+9% +$89.8K 0.03% 657
2023
Q2 		$941K Buy
+31,914
New +$905K 0.03% 625

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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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