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

Legato 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	–	Sell	-10,847	Closed	-$585K	–	742
2026 Q1	$585K	Buy	10,847 +2,443	+29%	+$136K	0.05%	507
2025 Q4	$456K	Buy	+8,404	New	+$440K	0.04%	585
2023 Q1	–	Sell	-5,919	Closed	-$216K	–	510
2022 Q4	$216K	Buy	+5,919	New	+$218K	0.04%	441

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

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

Legato Capital Management sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 10,847 shares — an estimated $585K sold.

Legato Capital Management first reported a position in FBIZ in Q4 2022 and held it in 3 quarters. The position peaked at $585K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Legato Capital Management reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
Legato Capital Management sold 10,847 First Business Financial Services shares in Q2 2026, an estimated $585K.
Legato Capital Management first reported a position in First Business Financial Services in Q4 2022 and held it in 3 quarters.
Legato Capital Management's First Business Financial Services position peaked at $585K in Q1 2026.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.