Lazard Asset Management
FBIZ icon

Lazard Asset Management’s First Business Financial Services FBIZ Stock Holding History

Lazard Asset 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 		– Sell
-16,773
Closed -$905K – 2005
2026
Q1 		$905K Buy
16,773
+4,312
+35% +$240K ﹤0.01% 1205
2025
Q4 		$677K Buy
12,461
+799
+7% +$41.8K ﹤0.01% 1267
2025
Q3 		$598K Sell
11,662
-746
-6% -$38.2K ﹤0.01% 1298
2025
Q2 		$628K Sell
12,408
-728
-6% -$34.9K ﹤0.01% 1434
2025
Q1 		$619K Buy
13,136
+6,351
+94% +$313K ﹤0.01% 1355
2024
Q4 		$314K Buy
6,785
+2,252
+50% +$105K ﹤0.01% 1494
2024
Q3 		$206K Buy
4,533
+2,461
+119% +$104K ﹤0.01% 1601
2024
Q2 		$76K Buy
2,072
+468
+29% +$16.1K ﹤0.01% 1830
2024
Q1 		$60K Buy
+1,604
New +$57.7K ﹤0.01% 1683
2023
Q3 		– Sell
-1,404
Closed -$41K – 2333
2023
Q2 		$41K Hold
1,404
– – ﹤0.01% 1892
2023
Q1 		$42K Hold
1,404
– – ﹤0.01% 1850
2022
Q4 		$51K Hold
1,404
– – ﹤0.01% 1802
2022
Q3 		$45K Buy
1,404
+503
+56% +$16.7K ﹤0.01% 1836
2022
Q2 		$28K Hold
901
– – ﹤0.01% 2032
2022
Q1 		$29K Hold
901
– – ﹤0.01% 1981
2021
Q4 		$26K Buy
+901
New +$26.4K ﹤0.01% 1980

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Cutler Capital Management
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Lazard Asset Management's FBIZ Position: Q2 2026 in Review

Lazard Asset Management sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 16,773 shares — an estimated $905K sold.

Lazard Asset Management first reported a position in FBIZ in Q4 2021 and held it in 16 quarters. The position peaked at $905K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Lazard Asset Management reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
  • Lazard Asset Management sold 16,773 First Business Financial Services shares in Q2 2026, an estimated $905K.
  • Lazard Asset Management first reported a position in First Business Financial Services in Q4 2021 and held it in 16 quarters.
  • Lazard Asset Management's First Business Financial Services position peaked at $905K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

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