Empowered Funds
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
Q2 		$2.85M Buy
45,157
+3,175
+8% +$184K 0.02% 1002
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Empowered Funds's FBIZ Position: Q2 2026 in Review

Empowered Funds increased its First Business Financial Services (FBIZ) stake by 7.6% in Q2 2026, buying an estimated $184K and bringing the position to 45,157 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #1002.

Empowered Funds first reported a position in FBIZ in Q2 2023 and has held it in 12 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Empowered Funds held 45,157 shares of First Business Financial Services worth $2.85M as of Q2 2026.
  • Empowered Funds bought 3,175 First Business Financial Services shares in Q2 2026, an estimated $184K.
  • First Business Financial Services made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #1002 holding.
  • Empowered Funds first reported a position in First Business Financial Services in Q2 2023 and has held it in 12 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.