Jacobs Levy Equity Management’s First Business Financial Services FBIZ Stock Holding History

Jacobs Levy Equity 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	$486K	Sell	7,700 -510	-6%	-$29.5K	﹤0.01%	830
2026 Q1	$443K	Buy	8,210 +649	+9%	+$36.1K	﹤0.01%	845
2025 Q4	$411K	Sell	7,561 -87	-1%	-$4.55K	﹤0.01%	830
2025 Q3	$392K	Sell	7,648 -489	-6%	-$25K	﹤0.01%	853
2025 Q2	$412K	Sell	8,137 -401	-5%	-$19.2K	﹤0.01%	909
2025 Q1	$403K	Sell	8,538 -1,416	-14%	-$69.9K	﹤0.01%	944
2024 Q4	$461K	Buy	+9,954	New	+$466K	﹤0.01%	822
2023 Q2	–	Sell	-14,667	Closed	-$447K	–	1000
2023 Q1	$447K	Sell	14,667 -5,884	-29%	-$201K	﹤0.01%	815
2022 Q4	$751K	Sell	20,551 -900	-4%	-$33.1K	0.01%	722
2022 Q3	$693K	Sell	21,451 -4,556	-18%	-$151K	0.01%	782
2022 Q2	$811K	Buy	26,007 +2,606	+11%	+$87K	0.01%	788
2022 Q1	$768K	Buy	23,401 +9,223	+65%	+$298K	0.01%	800
2021 Q4	$414K	Buy	14,178 +6,126	+76%	+$179K	﹤0.01%	857
2021 Q3	$231K	Sell	8,052 -825	-9%	-$22.8K	﹤0.01%	968
2021 Q2	$240K	Buy	+8,877	New	+$234K	﹤0.01%	960
2020 Q3	–	Sell	-23,429	Closed	-$385K	–	1052
2020 Q2	$385K	Sell	23,429 -4,690	-17%	-$73.3K	﹤0.01%	839
2020 Q1	$436K	Sell	28,119 -1,948	-6%	-$44.5K	0.01%	772
2019 Q4	$792K	Buy	30,067 +7,564	+34%	+$188K	0.01%	728
2019 Q3	$542K	Hold	22,503	–	–	0.01%	710
2019 Q2	$529K	Buy	22,503 +3,780	+20%	+$85.8K	0.01%	732
2019 Q1	$375K	Hold	18,723	–	–	0.01%	814
2018 Q4	$365K	Sell	18,723 -1,685	-8%	-$34.9K	0.01%	782
2018 Q3	$473K	Buy	20,408 +3,681	+22%	+$86.6K	0.01%	789
2018 Q2	$435K	Sell	16,727 -500	-3%	-$12.9K	0.01%	827
2018 Q1	$433K	Buy	17,227 +935	+6%	+$22.5K	0.01%	799
2017 Q4	$360K	Buy	+16,292	New	+$368K	0.01%	812
2017 Q3	–	Sell	-9,830	Closed	-$227K	–	973
2017 Q2	$227K	Hold	9,830	–	–	﹤0.01%	811
2017 Q1	$255K	Hold	9,830	–	–	0.01%	751
2016 Q4	$233K	Hold	9,830	–	–	﹤0.01%	810
2016 Q3	$231K	Sell	9,830 -300	-3%	-$6.94K	﹤0.01%	869
2016 Q2	$238K	Sell	10,130 -500	-5%	-$12.1K	﹤0.01%	961
2016 Q1	$244K	Buy	+10,630	New	+$237K	0.01%	928
2015 Q1	–	Sell	-13,500	Closed	-$323K	–	815
2014 Q4	$323K	Buy	13,500 +2,600	+24%	+$58.7K	0.01%	667
2014 Q3	$239K	Hold	10,900	–	–	﹤0.01%	721
2014 Q2	$256K	Buy	+10,900	New	+$252K	﹤0.01%	735

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jacobs Levy Equity Management's FBIZ Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its First Business Financial Services (FBIZ) stake by 6.2% in Q2 2026, selling an estimated $29.5K and leaving 7,700 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Jacobs Levy Equity Management first reported a position in FBIZ in Q2 2014 and has held it in 35 quarters since. The position peaked at $811K in Q2 2022. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Jacobs Levy Equity Management held 7,700 shares of First Business Financial Services worth $486K as of Q2 2026.
Jacobs Levy Equity Management sold 510 First Business Financial Services shares in Q2 2026, an estimated $29.5K.
First Business Financial Services made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #830 holding.
Jacobs Levy Equity Management first reported a position in First Business Financial Services in Q2 2014 and has held it in 35 quarters since.
Jacobs Levy Equity Management's First Business Financial Services position peaked at $811K in Q2 2022.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.