Kennedy Capital Management’s First Business Financial Services FBIZ Stock Holding History

Kennedy Capital Management’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	$1.53M	Sell	24,280 -997	-4%	-$57.7K	0.03%	477
2026 Q1	$1.36M	Hold	25,277	–	–	0.03%	453
2025 Q4	$1.37M	Buy	25,277 +5,752	+29%	+$301K	0.03%	455
2025 Q3	$1M	Buy	+19,525	New	+$999K	0.02%	498
2022 Q2	–	Sell	-19,918	Closed	-$654K	–	612
2022 Q1	$654K	Buy	19,918 +63	+0.3%	+$2.03K	0.02%	539
2021 Q4	$579K	Buy	19,855 +1,821	+10%	+$53.3K	0.01%	552
2021 Q3	$518K	Buy	18,034 +224	+1%	+$6.19K	0.01%	577
2021 Q2	$482K	Buy	+17,810	New	+$470K	0.01%	587
2017 Q1	–	Sell	-19,087	Closed	-$453K	–	736
2016 Q4	$453K	Sell	19,087 -55,000	-74%	-$1.22M	0.01%	689
2016 Q3	$1.74M	Buy	74,087 +23,997	+48%	+$555K	0.03%	594
2016 Q2	$1.18M	Sell	50,090 -110	-0.2%	-$2.66K	0.02%	640
2016 Q1	$1.15M	Hold	50,200	–	–	0.02%	651
2015 Q4	$1.26M	Sell	50,200 -108	-0.2%	-$2.69K	0.03%	633
2015 Q3	$1.18M	Buy	+50,308	New	+$1.14M	0.02%	641

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 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 Kansas City, Missouri $226B AUM 44.75% 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

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

Kennedy Capital Management's FBIZ Position: Q2 2026 in Review

Kennedy Capital Management reduced its First Business Financial Services (FBIZ) stake by 3.9% in Q2 2026, selling an estimated $57.7K and leaving 24,280 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #477.

Kennedy Capital Management first reported a position in FBIZ in Q3 2015 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2016. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Kennedy Capital Management held 24,280 shares of First Business Financial Services worth $1.53M as of Q2 2026.
Kennedy Capital Management sold 997 First Business Financial Services shares in Q2 2026, an estimated $57.7K.
First Business Financial Services made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #477 holding.
Kennedy Capital Management first reported a position in First Business Financial Services in Q3 2015 and has held it in 14 quarters since.
Kennedy Capital Management's First Business Financial Services position peaked at $1.74M in Q3 2016.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.