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 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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Fourthstone LLC's FBIZ Position: Q4 2025 in Review

Fourthstone LLC sold out of First Business Financial Services (FBIZ) in Q4 2025, closing a stake of 12,131 shares — an estimated $622K sold.

Fourthstone LLC first reported a position in FBIZ in Q1 2021 and held it in 8 quarters. The position peaked at $6.16M in Q4 2021. 139 funds tracked by Wall St. Rank hold FBIZ as of Q4 2025.

Fourthstone LLC reported no remaining First Business Financial Services position as of Q4 2025 after selling out during the quarter.
Fourthstone LLC sold 12,131 First Business Financial Services shares in Q4 2025, an estimated $622K.
Fourthstone LLC first reported a position in First Business Financial Services in Q1 2021 and held it in 8 quarters.
Fourthstone LLC's First Business Financial Services position peaked at $6.16M in Q4 2021.
139 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2025.

Based on Fourthstone LLC's 13F filing for Q4 2025, filed 13 Feb 2026.