EntryPoint Capital’s First Business Financial Services FBIZ Stock Holding History

EntryPoint Capital’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	$235K	Hold	3,721	–	–	0.06%	636
2026 Q1	$201K	Hold	3,721	–	–	0.06%	643
2025 Q4	$202K	Sell	3,721 -591	-14%	-$30.9K	0.08%	550
2025 Q3	$221K	Sell	4,312 -1,183	-22%	-$60.5K	0.09%	508
2025 Q2	$278K	Buy	5,495 +93	+2%	+$4.46K	0.14%	316
2025 Q1	$255K	Buy	+5,402	New	+$267K	0.12%	425

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 $3.38T 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

EntryPoint Capital's FBIZ Position: Q2 2026 in Review

EntryPoint Capital held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 3,721 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #636.

EntryPoint Capital first reported a position in FBIZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $278K in Q2 2025. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

EntryPoint Capital held 3,721 shares of First Business Financial Services worth $235K as of Q2 2026.
EntryPoint Capital left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up 0.06% of EntryPoint Capital's portfolio in Q2 2026, its #636 holding.
EntryPoint Capital first reported a position in First Business Financial Services in Q1 2025 and has held it in 6 quarters since.
EntryPoint Capital's First Business Financial Services position peaked at $278K in Q2 2025.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.