KIG
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Kowal Investment Group’s First Business Financial Services FBIZ Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-2,014
Closed -$58K – 391
2021
Q3 		$58K Buy
+2,014
New +$55.6K 0.02% 224

Other funds holding FBIZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kowal Investment Group's FBIZ Position: Q4 2021 in Review

Kowal Investment Group sold out of First Business Financial Services (FBIZ) in Q4 2021, closing a stake of 2,014 shares — an estimated $58K sold.

Kowal Investment Group first reported a position in FBIZ in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 75 funds tracked by Wall St. Rank hold FBIZ as of Q4 2021.

  • Kowal Investment Group reported no remaining First Business Financial Services position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,014 First Business Financial Services shares in Q4 2021, an estimated $58K.
  • Kowal Investment Group first reported a position in First Business Financial Services in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Business Financial Services position peaked at $58K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.