Johnson Financial Group Inc (Wisconsin)’s First Business Financial Services FBIZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-3,260	Closed	-$177K	–	926
2025 Q4	$177K	Hold	3,260	–	–	0.01%	338
2025 Q3	$167K	Buy	+3,260	New	+$167K	0.01%	378
2025 Q2	–	Sell	-6,196	Closed	-$292K	–	772
2025 Q1	$292K	Buy	+6,196	New	+$306K	0.01%	292
2023 Q4	–	Sell	-21,216	Closed	-$637K	–	952
2023 Q3	$637K	Hold	21,216	–	–	0.04%	149
2023 Q2	$626K	Hold	21,216	–	–	0.04%	161
2023 Q1	$647K	Sell	21,216 -1,956	-8%	-$67K	0.05%	155
2022 Q4	$847K	Sell	23,172 -21,215	-48%	-$780K	0.07%	120
2022 Q3	$1.69M	Hold	44,387	–	–	0.16%	67
2022 Q2	$1.38M	Buy	44,387 +42,431	+2,169%	+$1.42M	0.1%	91
2022 Q1	$64K	Hold	1,956	–	–	﹤0.01%	407
2021 Q4	$57K	Hold	1,956	–	–	﹤0.01%	431
2021 Q3	$56K	Hold	1,956	–	–	﹤0.01%	391
2021 Q2	$53K	Hold	1,956	–	–	﹤0.01%	404
2021 Q1	$48K	Buy	+1,956	New	+$44K	﹤0.01%	403

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

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Johnson Financial Group Inc (Wisconsin)'s FBIZ Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 3,260 shares — an estimated $177K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FBIZ in Q1 2021 and held it in 14 quarters. The position peaked at $1.69M in Q3 2022. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 3,260 First Business Financial Services shares in Q1 2026, an estimated $177K.
Johnson Financial Group Inc (Wisconsin) first reported a position in First Business Financial Services in Q1 2021 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s First Business Financial Services position peaked at $1.69M in Q3 2022.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.