Fidelity Investments
FBIZ icon

Fidelity Investments’s First Business Financial Services FBIZ Stock Holding History

Fidelity Investments’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 		$40.6K Sell
752
-166
-18% -$9.22K ﹤0.01% 4222
2025
Q4 		$49.8K Buy
918
+294
+47% +$15.4K ﹤0.01% 4118
2025
Q3 		$32K Sell
624
-18
-3% -$921 ﹤0.01% 4167
2025
Q2 		$32.5K Sell
642
-15
-2% -$719 ﹤0.01% 4092
2025
Q1 		$31K Buy
657
+47
+8% +$2.32K ﹤0.01% 4066
2024
Q4 		$28.2K Buy
610
+81
+15% +$3.79K ﹤0.01% 4092
2024
Q3 		$24.1K Buy
529
+10
+2% +$423 ﹤0.01% 4097
2024
Q2 		$19.2K Sell
519
-43
-8% -$1.48K ﹤0.01% 4086
2024
Q1 		$21.1K Buy
562
+39
+7% +$1.4K ﹤0.01% 3994
2023
Q4 		$21K Sell
523
-28
-5% -$942 ﹤0.01% 3923
2023
Q3 		$16.5K Buy
551
+145
+36% +$4.58K ﹤0.01% 3908
2023
Q2 		$12K Sell
406
-263
-39% -$7.46K ﹤0.01% 4084
2023
Q1 		$20.4K Buy
669
+548
+453% +$18.8K ﹤0.01% 3835
2022
Q4 		$4.42K Buy
121
+16
+15% +$588 ﹤0.01% 4295
2022
Q3 		$4K Buy
105
+18
+21% +$597 ﹤0.01% 4378
2022
Q2 		$3K Hold
87
– – ﹤0.01% 4446
2022
Q1 		$3K Buy
+87
New +$2.81K ﹤0.01% 4560

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