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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

BFC

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

CCM

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

Kennedy Capital Management's FBIZ Position: Q1 2026 in Review

Kennedy Capital Management held its First Business Financial Services (FBIZ) position steady in Q1 2026 at 25,277 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #453.

Kennedy Capital Management first reported a position in FBIZ in Q3 2015 and has held it in 13 quarters since. The position peaked at $1.74M in Q3 2016. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Kennedy Capital Management held 25,277 shares of First Business Financial Services worth $1.36M as of Q1 2026.
Kennedy Capital Management left its First Business Financial Services share count unchanged in Q1 2026.
First Business Financial Services made up 0.03% of Kennedy Capital Management's portfolio in Q1 2026, its #453 holding.
Kennedy Capital Management first reported a position in First Business Financial Services in Q3 2015 and has held it in 13 quarters since.
Kennedy Capital Management's First Business Financial Services position peaked at $1.74M in Q3 2016.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.