Jeff Yass’s First Business Financial Services FBIZ Stock Holding History

Jeff Yass’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 Q3	–	Sell	-9,601	Closed	-$486K	–	12793
2025 Q2	$486K	Sell	9,601 -932	-9%	-$44.7K	﹤0.01%	9234
2025 Q1	$497K	Buy	10,533 +5,851	+125%	+$289K	﹤0.01%	8921
2024 Q4	$217K	Buy	+4,682	New	+$219K	﹤0.01%	10546
2022 Q3	–	Sell	-8,445	Closed	-$263K	–	13436
2022 Q2	$263K	Sell	8,445 -18,113	-68%	-$605K	﹤0.01%	9913
2022 Q1	$871K	Buy	26,558 +2,901	+12%	+$93.6K	﹤0.01%	7482
2021 Q4	$690K	Buy	23,657 +7,663	+48%	+$224K	﹤0.01%	8303
2021 Q3	$459K	Buy	+15,994	New	+$442K	﹤0.01%	9617
2017 Q1	–	Sell	-13,455	Closed	-$334K	–	9190
2016 Q4	$319K	Buy	+13,455	New	+$299K	﹤0.01%	7853
2014 Q2	–	Sell	-10,776	Closed	-$254K	–	9843
2014 Q1	$254K	Buy	+10,776	New	+$227K	﹤0.01%	7854

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 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

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

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

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Jeff Yass's FBIZ Position: Q3 2025 in Review

Jeff Yass sold out of First Business Financial Services (FBIZ) in Q3 2025, closing a stake of 9,601 shares — an estimated $486K sold.

Jeff Yass first reported a position in FBIZ in Q1 2014 and held it in 9 quarters. The position peaked at $871K in Q1 2022. 136 funds tracked by Wall St. Rank hold FBIZ as of Q3 2025.

Jeff Yass reported no remaining First Business Financial Services position as of Q3 2025 after selling out during the quarter.
Jeff Yass sold 9,601 First Business Financial Services shares in Q3 2025, an estimated $486K.
Jeff Yass first reported a position in First Business Financial Services in Q1 2014 and held it in 9 quarters.
Jeff Yass's First Business Financial Services position peaked at $871K in Q1 2022.
136 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.