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
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 $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
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)
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
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

Lazard Asset Management's FBIZ Position: Q1 2026 in Review

Lazard Asset Management increased its First Business Financial Services (FBIZ) stake by 35% in Q1 2026, buying an estimated $240K and bringing the position to 16,773 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Lazard Asset Management first reported a position in FBIZ in Q4 2021 and has held it in 16 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Lazard Asset Management held 16,773 shares of First Business Financial Services worth $905K as of Q1 2026.
  • Lazard Asset Management bought 4,312 First Business Financial Services shares in Q1 2026, an estimated $240K.
  • First Business Financial Services made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1205 holding.
  • Lazard Asset Management first reported a position in First Business Financial Services in Q4 2021 and has held it in 16 quarters since.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.