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FBIZ icon

Fourthstone LLC’s First Business Financial Services FBIZ Stock Holding History

Fourthstone LLC’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
Q4 		– Sell
-12,131
Closed -$622K – 65
2025
Q3 		$622K Buy
+12,131
New +$621K 0.11% 71
2025
Q1 		– Sell
-30,239
Closed -$1.4M – 79
2024
Q4 		$1.4M Buy
30,239
+21,715
+255% +$1.02M 0.27% 40
2024
Q3 		$389K Buy
+8,524
New +$360K 0.09% 61
2022
Q2 		– Sell
-169,616
Closed -$5.57M – 50
2022
Q1 		$5.57M Sell
169,616
-41,437
-20% -$1.34M 2.22% 15
2021
Q4 		$6.16M Buy
211,053
+23,711
+13% +$693K 2.32% 16
2021
Q3 		$5.38M Buy
187,342
+37,410
+25% +$1.03M 2.14% 15
2021
Q2 		$4.12M Buy
149,932
+136,016
+977% +$3.59M 1.75% 16
2021
Q1 		$344K Buy
+13,916
New +$313K 0.17% 35

Other funds holding FBIZ

BlackRock
BlackRock New York $5.7T 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 $1.12B AUM 22.16% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return