HCM
FBIZ icon

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

Hollencrest 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
2025
Q3 		– Sell
-611
Closed -$31K – 1170
2025
Q2 		$31K Buy
611
+406
+198% +$19.5K ﹤0.01% 594
2025
Q1 		$9.67K Buy
+205
New +$10.1K ﹤0.01% 781

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Hollencrest Capital Management's FBIZ Position: Q3 2025 in Review

Hollencrest Capital Management sold out of First Business Financial Services (FBIZ) in Q3 2025, closing a stake of 611 shares — an estimated $31K sold.

Hollencrest Capital Management first reported a position in FBIZ in Q1 2025 and held it in 2 quarters. The position peaked at $31K in Q2 2025. 136 funds tracked by Wall St. Rank hold FBIZ as of Q3 2025.

  • Hollencrest Capital Management reported no remaining First Business Financial Services position as of Q3 2025 after selling out during the quarter.
  • Hollencrest Capital Management sold 611 First Business Financial Services shares in Q3 2025, an estimated $31K.
  • Hollencrest Capital Management first reported a position in First Business Financial Services in Q1 2025 and held it in 2 quarters.
  • Hollencrest Capital Management's First Business Financial Services position peaked at $31K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2025.

Based on Hollencrest Capital Management's 13F filing for Q3 2025, filed 3 Nov 2025.