IQI
FBIZ icon

Integrated Quantitative Investments’s First Business Financial Services FBIZ Stock Holding History

Integrated Quantitative Investments’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 		$247K Sell
3,906
-11,716
-75% -$678K 0.04% 349
2026
Q1 		$842K Buy
15,622
+6,440
+70% +$358K 0.15% 231
2025
Q4 		$499K Buy
+9,182
New +$480K 0.11% 258
2025
Q3 		– Sell
-5,000
Closed -$253K – 397
2025
Q2 		$253K Hold
5,000
– – 0.07% 336
2025
Q1 		$236K Buy
+5,000
New +$247K 0.12% 246

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

Integrated Quantitative Investments's FBIZ Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its First Business Financial Services (FBIZ) stake by 75% in Q2 2026, selling an estimated $678K and leaving 3,906 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #349.

Integrated Quantitative Investments first reported a position in FBIZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $842K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Integrated Quantitative Investments held 3,906 shares of First Business Financial Services worth $247K as of Q2 2026.
  • Integrated Quantitative Investments sold 11,716 First Business Financial Services shares in Q2 2026, an estimated $678K.
  • First Business Financial Services made up 0.04% of Integrated Quantitative Investments's portfolio in Q2 2026, its #349 holding.
  • Integrated Quantitative Investments first reported a position in First Business Financial Services in Q1 2025 and has held it in 5 quarters since.
  • Integrated Quantitative Investments's First Business Financial Services position peaked at $842K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.