Jump Financial’s First Business Financial Services FBIZ Stock Holding History

Jump Financial’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	$221K	Sell	4,100 -1,013	-20%	-$56.3K	﹤0.01%	1618
2025 Q4	$278K	Sell	5,113 -271	-5%	-$14.2K	﹤0.01%	1595
2025 Q3	$276K	Sell	5,384 -138	-2%	-$7.06K	﹤0.01%	1510
2025 Q2	$280K	Buy	5,522 +1,222	+28%	+$58.6K	﹤0.01%	1442
2025 Q1	$203K	Buy	+4,300	New	+$212K	﹤0.01%	1424
2022 Q3	–	Sell	-9,600	Closed	-$299K	–	1692
2022 Q2	$299K	Buy	+9,600	New	+$321K	0.01%	1071
2021 Q3	–	Sell	-9,100	Closed	-$246K	–	1208
2021 Q2	$246K	Buy	+9,100	New	+$240K	0.02%	758

Other funds holding FBIZ

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

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return