JO
FBIZ icon

John Overdeck’s First Business Financial Services FBIZ Stock Holding History

John Overdeck’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 		$4.65M Buy
73,566
+41,870
+132% +$2.42M ﹤0.01% 2214
2026
Q1 		$1.71M Buy
31,696
+12,005
+61% +$667K ﹤0.01% 2877
2025
Q4 		$1.07M Sell
19,691
-26,516
-57% -$1.39M ﹤0.01% 2864
2025
Q3 		$2.37M Buy
46,207
+5,934
+15% +$304K ﹤0.01% 2019
2025
Q2 		$2.04M Buy
40,273
+16,868
+72% +$809K ﹤0.01% 1820
2025
Q1 		$1.1M Buy
23,405
+4,329
+23% +$214K ﹤0.01% 2117
2024
Q4 		$883K Buy
19,076
+4,242
+29% +$199K ﹤0.01% 2254
2024
Q3 		$676K Buy
14,834
+5,635
+61% +$238K ﹤0.01% 2329
2024
Q2 		$340K Buy
9,199
+1,700
+23% +$58.4K ﹤0.01% 2536
2024
Q1 		$281K Buy
7,499
+1,100
+17% +$39.6K ﹤0.01% 2585
2023
Q4 		$257K Buy
+6,399
New +$215K ﹤0.01% 2745
2023
Q2 		– Sell
-17,308
Closed -$528K – 3086
2023
Q1 		$528K Sell
17,308
-3,907
-18% -$134K ﹤0.01% 2178
2022
Q4 		$775K Buy
21,215
+296
+1% +$10.9K ﹤0.01% 1833
2022
Q3 		$676K Sell
20,919
-19,924
-49% -$661K ﹤0.01% 1639
2022
Q2 		$1.27M Buy
40,843
+22,588
+124% +$754K ﹤0.01% 1425
2022
Q1 		$599K Buy
18,255
+5,047
+38% +$163K ﹤0.01% 1932
2021
Q4 		$385K Sell
13,208
-476
-3% -$13.9K ﹤0.01% 3466
2021
Q3 		$393K Buy
+13,684
New +$378K ﹤0.01% 3453
2017
Q2 		– Sell
-11,574
Closed -$300K – 3051
2017
Q1 		$300K Sell
11,574
-2,272
-16% -$56.5K ﹤0.01% 2572
2016
Q4 		$328K Sell
13,846
-52
-0.4% -$1.16K ﹤0.01% 2711
2016
Q3 		$327K Buy
13,898
+57
+0.4% +$1.32K ﹤0.01% 2695
2016
Q2 		$325K Sell
13,841
-3,239
-19% -$78.4K ﹤0.01% 2506
2016
Q1 		$392K Buy
17,080
+5,413
+46% +$121K ﹤0.01% 2217
2015
Q4 		$292K Buy
11,667
+1,667
+17% +$41.6K ﹤0.01% 2252
2015
Q3 		$235K Hold
10,000
– – ﹤0.01% 1912
2015
Q2 		$234K Buy
+10,000
New +$225K ﹤0.01% 2549
2014
Q4 		– Sell
-9,600
Closed -$211K – 2263
2014
Q3 		$211K Buy
+9,600
New +$216K ﹤0.01% 1585

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 $3.37T 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

John Overdeck's FBIZ Position: Q2 2026 in Review

John Overdeck increased its First Business Financial Services (FBIZ) stake by 132% in Q2 2026, buying an estimated $2.42M and bringing the position to 73,566 shares worth $4.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

John Overdeck first reported a position in FBIZ in Q3 2014 and has held it in 27 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • John Overdeck held 73,566 shares of First Business Financial Services worth $4.65M as of Q2 2026.
  • John Overdeck bought 41,870 First Business Financial Services shares in Q2 2026, an estimated $2.42M.
  • First Business Financial Services made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2214 holding.
  • John Overdeck first reported a position in First Business Financial Services in Q3 2014 and has held it in 27 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

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