Franklin Resources
FBIZ icon

Franklin Resources’s First Business Financial Services FBIZ Stock Holding History

Franklin Resources’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 		– Sell
-17,867
Closed -$964K – 3249
2026
Q1 		$964K Sell
17,867
-230
-1% -$12.8K ﹤0.01% 2193
2025
Q4 		$983K Sell
18,097
-4,116
-19% -$215K ﹤0.01% 2087
2025
Q3 		$1.14M Buy
22,213
+239
+1% +$12.2K ﹤0.01% 2037
2025
Q2 		$1.11M Sell
21,974
-19,248
-47% -$923K ﹤0.01% 1948
2025
Q1 		$1.94M Sell
41,222
-16,607
-29% -$820K ﹤0.01% 1704
2024
Q4 		$2.68M Sell
57,829
-31,237
-35% -$1.46M ﹤0.01% 1630
2024
Q3 		$3.95M Sell
89,066
-15,009
-14% -$634K ﹤0.01% 1458
2024
Q2 		$3.85M Sell
104,075
-30,453
-23% -$1.05M ﹤0.01% 1421
2024
Q1 		$5.04M Buy
134,528
+3,704
+3% +$133K ﹤0.01% 1323
2023
Q4 		$5.25M Buy
130,824
+36
+0% +$1.21K ﹤0.01% 1106
2023
Q3 		$3.92M Buy
130,788
+90
+0.1% +$2.84K ﹤0.01% 1152
2023
Q2 		$3.85M Buy
130,698
+48
+0% +$1.36K ﹤0.01% 1187
2023
Q1 		$3.99M Buy
130,650
+15
+0% +$514 ﹤0.01% 1154
2022
Q4 		$4.77M Buy
130,635
+45
+0% +$1.66K ﹤0.01% 1124
2022
Q3 		$4.22M Hold
130,590
– – ﹤0.01% 1127
2022
Q2 		$4.07M Sell
130,590
-2,910
-2% -$97.2K ﹤0.01% 1156
2022
Q1 		$4.38M Sell
133,500
-12,400
-8% -$400K ﹤0.01% 1196
2021
Q4 		$4.26M Hold
145,900
– – ﹤0.01% 1266
2021
Q3 		$4.19M Hold
145,900
– – ﹤0.01% 1240
2021
Q2 		$3.95M Buy
145,900
+68,964
+90% +$1.82M ﹤0.01% 1193
2021
Q1 		$1.9M Buy
76,936
+39,408
+105% +$886K ﹤0.01% 1351
2020
Q4 		$691K Buy
37,528
+20
+0.1% +$362 ﹤0.01% 1493
2020
Q3 		$536K Sell
37,508
-36
-0.1% -$559 ﹤0.01% 1483
2020
Q2 		$550K Sell
37,544
-14,656
-28% -$229K ﹤0.01% 1376
2020
Q1 		$809K Buy
+52,200
New +$1.19M ﹤0.01% 1232

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 $3.37T AUM 44.26% 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

Franklin Resources's FBIZ Position: Q2 2026 in Review

Franklin Resources sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 17,867 shares — an estimated $964K sold.

Franklin Resources first reported a position in FBIZ in Q1 2020 and held it in 25 quarters. The position peaked at $5.25M in Q4 2023. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Franklin Resources reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
  • Franklin Resources sold 17,867 First Business Financial Services shares in Q2 2026, an estimated $964K.
  • Franklin Resources first reported a position in First Business Financial Services in Q1 2020 and held it in 25 quarters.
  • Franklin Resources's First Business Financial Services position peaked at $5.25M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.