HIM
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Hillsdale Investment Management’s First Business Financial Services FBIZ Stock Holding History

Hillsdale Investment 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
Q2 		$5.79M Buy
91,671
+8,600
+10% +$498K 0.13% 210
2026
Q1 		$4.48M Hold
83,071
– – 0.12% 214
2025
Q4 		$4.51M Sell
83,071
-900
-1% -$47.1K 0.12% 224
2025
Q3 		$4.3M Sell
83,971
-20,100
-19% -$1.03M 0.13% 224
2025
Q2 		$5.27M Buy
104,071
+23,800
+30% +$1.14M 0.19% 156
2025
Q1 		$3.78M Buy
80,271
+27,629
+52% +$1.36M 0.19% 126
2024
Q4 		$2.44M Buy
52,642
+49,628
+1,647% +$2.32M 0.12% 201
2024
Q3 		$137K Buy
+3,014
New +$127K 0.01% 425
2023
Q4 		– Sell
-2,300
Closed -$69K – 590
2023
Q3 		$69K Sell
2,300
-400
-15% -$12.6K 0.01% 415
2023
Q2 		$79.6K Sell
2,700
-200
-7% -$5.67K 0.01% 384
2023
Q1 		$88.5K Buy
2,900
+300
+12% +$10.3K 0.01% 471
2022
Q4 		$95K Buy
2,600
+300
+13% +$11K 0.01% 459
2022
Q3 		$74K Sell
2,300
-300
-12% -$9.96K 0.01% 450
2022
Q2 		$81K Hold
2,600
– – 0.01% 438
2022
Q1 		$85K Hold
2,600
– – 0.01% 448
2021
Q4 		$76K Buy
2,600
+600
+30% +$17.5K 0.01% 457
2021
Q3 		$57K Buy
2,000
+400
+25% +$11.1K ﹤0.01% 463
2021
Q2 		$43K Buy
+1,600
New +$42.2K ﹤0.01% 480
2020
Q4 		– Sell
-30,741
Closed -$440K – 616
2020
Q3 		$440K Sell
30,741
-16,059
-34% -$249K 0.04% 351
2020
Q2 		$770K Sell
46,800
-1,200
-3% -$18.8K 0.07% 236
2020
Q1 		$744K Hold
48,000
– – 0.09% 187
2019
Q4 		$1.26M Buy
48,000
+6,000
+14% +$149K 0.11% 171
2019
Q3 		$1.01M Buy
42,000
+12,200
+41% +$287K 0.09% 176
2019
Q2 		$700K Buy
29,800
+28,700
+2,609% +$652K 0.07% 270
2019
Q1 		$22K Buy
1,100
+200
+22% +$4.23K ﹤0.01% 463
2018
Q4 		$18K Buy
900
+200
+29% +$4.14K ﹤0.01% 447
2018
Q3 		$16K Sell
700
-28,700
-98% -$676K ﹤0.01% 339
2018
Q2 		$765K Buy
+29,400
New +$760K 0.09% 171
2014
Q3 		– Sell
-26,400
Closed -$621K – 558
2014
Q2 		$621K Buy
26,400
+19,162
+265% +$443K 0.14% 87
2014
Q1 		$171K Buy
+7,238
New +$153K 0.05% 329

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

Hillsdale Investment Management's FBIZ Position: Q2 2026 in Review

Hillsdale Investment Management increased its First Business Financial Services (FBIZ) stake by 10% in Q2 2026, buying an estimated $498K and bringing the position to 91,671 shares worth $5.79M. The position accounts for 0.13% of the portfolio, ranked #210.

Hillsdale Investment Management first reported a position in FBIZ in Q1 2014 and has held it in 30 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Hillsdale Investment Management held 91,671 shares of First Business Financial Services worth $5.79M as of Q2 2026.
  • Hillsdale Investment Management bought 8,600 First Business Financial Services shares in Q2 2026, an estimated $498K.
  • First Business Financial Services made up 0.13% of Hillsdale Investment Management's portfolio in Q2 2026, its #210 holding.
  • Hillsdale Investment Management first reported a position in First Business Financial Services in Q1 2014 and has held it in 30 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.