Geode Capital Management
FBIZ icon

Geode Capital Management’s First Business Financial Services FBIZ Stock Holding History

Geode Capital Management’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 		$10.8M Sell
199,772
-35,278
-15% -$1.96M ﹤0.01% 2335
2025
Q4 		$12.8M Buy
235,050
+6,347
+3% +$332K ﹤0.01% 2278
2025
Q3 		$11.7M Buy
228,703
+43,342
+23% +$2.22M ﹤0.01% 2326
2025
Q2 		$9.39M Buy
185,361
+7,797
+4% +$374K ﹤0.01% 2407
2025
Q1 		$8.37M Buy
177,564
+5,994
+3% +$296K ﹤0.01% 2403
2024
Q4 		$7.94M Sell
171,570
-1,834
-1% -$85.9K ﹤0.01% 2500
2024
Q3 		$7.91M Buy
173,404
+2,200
+1% +$93K ﹤0.01% 2505
2024
Q2 		$6.33M Buy
171,204
+7,737
+5% +$266K ﹤0.01% 2596
2024
Q1 		$6.13M Buy
163,467
+7,736
+5% +$278K ﹤0.01% 2582
2023
Q4 		$6.25M Buy
155,731
+3,451
+2% +$116K ﹤0.01% 2590
2023
Q3 		$4.57M Buy
152,280
+9,211
+6% +$291K ﹤0.01% 2686
2023
Q2 		$4.22M Buy
143,069
+2,753
+2% +$78.1K ﹤0.01% 2779
2023
Q1 		$4.28M Buy
140,316
+3,193
+2% +$109K ﹤0.01% 2705
2022
Q4 		$5.01M Buy
137,123
+9,483
+7% +$349K ﹤0.01% 2665
2022
Q3 		$4.12M Buy
127,640
+314
+0.2% +$10.4K ﹤0.01% 2773
2022
Q2 		$3.97M Buy
127,326
+63,241
+99% +$2.11M ﹤0.01% 2824
2022
Q1 		$2.1M Buy
64,085
+1,114
+2% +$35.9K ﹤0.01% 3234
2021
Q4 		$1.84M Hold
62,971
– – ﹤0.01% 3405
2021
Q3 		$1.81M Buy
62,971
+1,210
+2% +$33.4K ﹤0.01% 3398
2021
Q2 		$1.67M Sell
61,761
-44,880
-42% -$1.18M ﹤0.01% 3343
2021
Q1 		$2.64M Buy
106,641
+105
+0.1% +$2.36K ﹤0.01% 3117
2020
Q4 		$1.96M Buy
106,536
+944
+0.9% +$17.1K ﹤0.01% 3099
2020
Q3 		$1.51M Buy
105,592
+1,258
+1% +$19.5K ﹤0.01% 3030
2020
Q2 		$1.72M Buy
104,334
+7,868
+8% +$123K ﹤0.01% 2918
2020
Q1 		$1.5M Buy
96,466
+2,180
+2% +$49.8K ﹤0.01% 2825
2019
Q4 		$2.48M Buy
94,286
+1,076
+1% +$26.7K ﹤0.01% 2879
2019
Q3 		$2.24M Buy
93,210
+156
+0.2% +$3.67K ﹤0.01% 2880
2019
Q2 		$2.19M Buy
93,054
+17,721
+24% +$402K ﹤0.01% 2899
2019
Q1 		$1.51M Buy
75,333
+3,460
+5% +$73.1K ﹤0.01% 3002
2018
Q4 		$1.4M Buy
71,873
+3,299
+5% +$68.4K ﹤0.01% 2955
2018
Q3 		$1.59M Buy
68,574
+1,742
+3% +$41K ﹤0.01% 3006
2018
Q2 		$1.74M Buy
66,832
+5,806
+10% +$150K ﹤0.01% 2930
2018
Q1 		$1.53M Buy
61,026
+983
+2% +$23.7K ﹤0.01% 2910
2017
Q4 		$1.33M Sell
60,043
-5,031
-8% -$114K ﹤0.01% 2979
2017
Q3 		$1.48M Buy
65,074
+2,084
+3% +$45.5K ﹤0.01% 2922
2017
Q2 		$1.45M Buy
62,990
+3,572
+6% +$87.4K ﹤0.01% 2909
2017
Q1 		$1.54M Buy
59,418
+2,118
+4% +$52.6K ﹤0.01% 2791
2016
Q4 		$1.36M Buy
57,300
+539
+0.9% +$12K ﹤0.01% 2842
2016
Q3 		$1.33M Buy
56,761
+1,534
+3% +$35.5K ﹤0.01% 2790
2016
Q2 		$1.3M Sell
55,227
-52
-0.1% -$1.26K ﹤0.01% 2757
2016
Q1 		$1.27K Buy
55,279
+1,476
+3% +$32.9K ﹤0.01% 2757
2015
Q4 		$1.34M Buy
53,803
+21,674
+67% +$541K ﹤0.01% 2746
2015
Q3 		$755K Buy
32,129
+21,249
+195% +$480K ﹤0.01% 3038
2015
Q2 		$255K Buy
10,880
+1,088
+11% +$24.5K ﹤0.01% 3502
2015
Q1 		$211K Buy
9,792
+512
+6% +$11.6K ﹤0.01% 3559
2014
Q4 		$221K Buy
9,280
+78
+0.8% +$1.76K ﹤0.01% 3544
2014
Q3 		$201K Buy
+9,202
New +$207K ﹤0.01% 3567

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management's FBIZ Position: Q1 2026 in Review

Geode Capital Management reduced its First Business Financial Services (FBIZ) stake by 15% in Q1 2026, selling an estimated $1.96M and leaving 199,772 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Geode Capital Management first reported a position in FBIZ in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.8M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Geode Capital Management held 199,772 shares of First Business Financial Services worth $10.8M as of Q1 2026.
  • Geode Capital Management sold 35,278 First Business Financial Services shares in Q1 2026, an estimated $1.96M.
  • First Business Financial Services made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2335 holding.
  • Geode Capital Management first reported a position in First Business Financial Services in Q3 2014 and has held it in 47 quarters since.
  • Geode Capital Management's First Business Financial Services position peaked at $12.8M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.