Hotchkis & Wiley Capital Management
FBIZ icon

Hotchkis & Wiley Capital Management’s First Business Financial Services FBIZ Stock Holding History

Hotchkis & Wiley 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
Q1 		– Sell
-63,319
Closed -$2.93M – 481
2024
Q4 		$2.93M Sell
63,319
-2,560
-4% -$120K 0.01% 447
2024
Q3 		$3M Sell
65,879
-21,630
-25% -$914K 0.01% 447
2024
Q2 		$3.24M Buy
87,509
+5,940
+7% +$204K 0.01% 417
2024
Q1 		$3.06M Sell
81,569
-1,300
-2% -$46.8K 0.01% 436
2023
Q4 		$3.32M Sell
82,869
-3,000
-3% -$101K 0.01% 429
2023
Q3 		$2.58M Buy
85,869
+1,800
+2% +$56.8K 0.01% 446
2023
Q2 		$2.48M Buy
84,069
+12,390
+17% +$351K 0.01% 456
2023
Q1 		$2.19M Buy
71,679
+1,700
+2% +$58.2K 0.01% 445
2022
Q4 		$2.56M Sell
69,979
-3,420
-5% -$126K 0.01% 427
2022
Q3 		$2.37M Sell
73,399
-9,900
-12% -$329K 0.01% 421
2022
Q2 		$2.6M Buy
83,299
+2,130
+3% +$71.1K 0.01% 421
2022
Q1 		$2.66M Buy
81,169
+4,783
+6% +$154K 0.01% 429
2021
Q4 		$2.23M Sell
76,386
-1,000
-1% -$29.2K 0.01% 462
2021
Q3 		$2.22M Sell
77,386
-7,840
-9% -$217K 0.01% 441
2021
Q2 		$2.31M Sell
85,226
-2,300
-3% -$60.7K 0.01% 435
2021
Q1 		$2.17M Sell
87,526
-5,160
-6% -$116K 0.01% 427
2020
Q4 		$1.71M Buy
92,686
+12,900
+16% +$233K 0.01% 449
2020
Q3 		$1.14M Buy
79,786
+10,510
+15% +$163K 0.01% 428
2020
Q2 		$1.14M Sell
69,276
-1,860
-3% -$29.1K 0.01% 433
2020
Q1 		$1.1M Sell
71,136
-200
-0.3% -$4.57K 0.01% 415
2019
Q4 		$1.88M Buy
71,336
+6,020
+9% +$149K 0.01% 411
2019
Q3 		$1.57M Buy
65,316
+1,030
+2% +$24.2K 0.01% 411
2019
Q2 		$1.51M Buy
64,286
+270
+0.4% +$6.13K 0.01% 403
2019
Q1 		$1.28M Buy
64,016
+17,300
+37% +$366K 0.01% 453
2018
Q4 		$911K Sell
46,716
-904
-2% -$18.7K ﹤0.01% 454
2018
Q3 		$1.1M Buy
47,620
+12,984
+37% +$306K ﹤0.01% 452
2018
Q2 		$901K Buy
34,636
+16,863
+95% +$436K ﹤0.01% 415
2018
Q1 		$447K Hold
17,773
– – ﹤0.01% 412
2017
Q4 		$393K Buy
+17,773
New +$402K ﹤0.01% 450

Other funds holding FBIZ

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management's FBIZ Position: Q1 2025 in Review

Hotchkis & Wiley Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2025, closing a stake of 63,319 shares — an estimated $2.93M sold.

Hotchkis & Wiley Capital Management first reported a position in FBIZ in Q4 2017 and held it in 29 quarters. The position peaked at $3.32M in Q4 2023. 116 funds tracked by Wall St. Rank hold FBIZ as of Q1 2025.

  • Hotchkis & Wiley Capital Management reported no remaining First Business Financial Services position as of Q1 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 63,319 First Business Financial Services shares in Q1 2025, an estimated $2.93M.
  • Hotchkis & Wiley Capital Management first reported a position in First Business Financial Services in Q4 2017 and held it in 29 quarters.
  • Hotchkis & Wiley Capital Management's First Business Financial Services position peaked at $3.32M in Q4 2023.
  • 116 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2025, filed 14 May 2025.