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FBIZ icon

Globeflex Capital’s First Business Financial Services FBIZ Stock Holding History

Globeflex Capital’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
2024
Q2 		– Sell
-7,928
Closed -$297K – 491
2024
Q1 		$297K Sell
7,928
-2,867
-27% -$103K 0.03% 299
2023
Q4 		$433K Hold
10,795
– – 0.04% 275
2023
Q3 		$324K Hold
10,795
– – 0.04% 283
2023
Q2 		$318K Sell
10,795
-1,339
-11% -$38K 0.04% 290
2023
Q1 		$370K Hold
12,134
– – 0.05% 281
2022
Q4 		$443K Hold
12,134
– – 0.06% 268
2022
Q3 		$392K Hold
12,134
– – 0.07% 275
2022
Q2 		$378K Hold
12,134
– – 0.09% 253
2022
Q1 		$398K Hold
12,134
– – 0.08% 265
2021
Q4 		$354K Hold
12,134
– – 0.07% 304
2021
Q3 		$348K Buy
+12,134
New +$335K 0.08% 281
2020
Q4 		– Sell
-4,658
Closed -$67K – 492
2020
Q3 		$67K Sell
4,658
-15,710
-77% -$244K 0.02% 419
2020
Q2 		$335K Sell
20,368
-36
-0.2% -$563 0.09% 343
2020
Q1 		$316K Hold
20,404
– – 0.1% 303
2019
Q4 		$537K Hold
20,404
– – 0.1% 301
2019
Q3 		$491K Buy
+20,404
New +$480K 0.11% 292
2016
Q4 		– Sell
-45
Closed -$1K – 500
2016
Q3 		$1K Hold
45
– – ﹤0.01% 399
2016
Q2 		$1K Sell
45
-19,745
-100% -$478K ﹤0.01% 388
2016
Q1 		$454K Hold
19,790
– – 0.12% 239
2015
Q4 		$495K Buy
+19,790
New +$494K 0.13% 229
2014
Q2 		– Sell
-88
Closed -$2K – 631
2014
Q1 		$2K Hold
88
– – ﹤0.01% 446
2013
Q4 		$1K Hold
88
– – ﹤0.01% 507
2013
Q3 		$1K Hold
88
– – ﹤0.01% 488
2013
Q2 		$1K Buy
+88
New +$1.24K ﹤0.01% 492

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Globeflex Capital's FBIZ Position: Q2 2024 in Review

Globeflex Capital sold out of First Business Financial Services (FBIZ) in Q2 2024, closing a stake of 7,928 shares — an estimated $297K sold.

Globeflex Capital first reported a position in FBIZ in Q2 2013 and held it in 24 quarters. The position peaked at $537K in Q4 2019. 88 funds tracked by Wall St. Rank hold FBIZ as of Q2 2024.

  • Globeflex Capital reported no remaining First Business Financial Services position as of Q2 2024 after selling out during the quarter.
  • Globeflex Capital sold 7,928 First Business Financial Services shares in Q2 2024, an estimated $297K.
  • Globeflex Capital first reported a position in First Business Financial Services in Q2 2013 and held it in 24 quarters.
  • Globeflex Capital's First Business Financial Services position peaked at $537K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2024.

Based on Globeflex Capital's 13F filing for Q2 2024, filed 13 Aug 2024.