JC
FBIZ icon

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

JCSD 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
2023
Q1 		– Sell
-100
Closed -$3.65K – 51
2022
Q4 		$3.65K Hold
100
– – ﹤0.01% 47
2022
Q3 		$3K Hold
100
– – ﹤0.01% 64
2022
Q2 		$3K Hold
100
– – ﹤0.01% 70
2022
Q1 		$3K Hold
100
– – ﹤0.01% 65
2021
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 58

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

JCSD Capital's FBIZ Position: Q1 2023 in Review

JCSD Capital sold out of First Business Financial Services (FBIZ) in Q1 2023, closing a stake of 100 shares — an estimated $3.65K sold.

JCSD Capital first reported a position in FBIZ in Q4 2021 and held it in 5 quarters. The position peaked at $3.65K in Q4 2022. 85 funds tracked by Wall St. Rank hold FBIZ as of Q1 2023.

  • JCSD Capital reported no remaining First Business Financial Services position as of Q1 2023 after selling out during the quarter.
  • JCSD Capital sold 100 First Business Financial Services shares in Q1 2023, an estimated $3.65K.
  • JCSD Capital first reported a position in First Business Financial Services in Q4 2021 and held it in 5 quarters.
  • JCSD Capital's First Business Financial Services position peaked at $3.65K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2023.

Based on JCSD Capital's 13F filing for Q1 2023, filed 27 Apr 2023.