IEQ Capital
FBIZ icon

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

IEQ 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
2026
Q2 		$853K Buy
13,499
+5,336
+65% +$309K ﹤0.01% 1173
2026
Q1 		$440K Buy
8,163
+165
+2% +$9.17K ﹤0.01% 1365
2025
Q4 		$434K Buy
7,998
+873
+12% +$45.7K ﹤0.01% 1400
2025
Q3 		$365K Buy
+7,125
New +$365K ﹤0.01% 1437

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 $3.38T AUM 44.17% 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

IEQ Capital's FBIZ Position: Q2 2026 in Review

IEQ Capital increased its First Business Financial Services (FBIZ) stake by 65% in Q2 2026, buying an estimated $309K and bringing the position to 13,499 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

IEQ Capital first reported a position in FBIZ in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • IEQ Capital held 13,499 shares of First Business Financial Services worth $853K as of Q2 2026.
  • IEQ Capital bought 5,336 First Business Financial Services shares in Q2 2026, an estimated $309K.
  • First Business Financial Services made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1173 holding.
  • IEQ Capital first reported a position in First Business Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.