LSV Asset Management
FBIZ icon

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

LSV 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 		$8.91M Sell
141,025
-2,600
-2% -$151K 0.02% 448
2026
Q1 		$7.75M Buy
143,625
+9,498
+7% +$528K 0.02% 419
2025
Q4 		$7.28M Buy
134,127
+9,738
+8% +$509K 0.02% 428
2025
Q3 		$6.38M Buy
124,389
+38,364
+45% +$1.96M 0.01% 446
2025
Q2 		$4.36M Hold
86,025
– – 0.01% 484
2025
Q1 		$4.06M Sell
86,025
-8,200
-9% -$405K 0.01% 499
2024
Q4 		$4.36M Sell
94,225
-11,000
-10% -$515K 0.01% 501
2024
Q3 		$4.8M Sell
105,225
-3,800
-3% -$161K 0.01% 506
2024
Q2 		$4.03M Sell
109,025
-200
-0.2% -$6.87K 0.01% 540
2024
Q1 		$4.1M Hold
109,225
– – 0.01% 543
2023
Q4 		$4.38M Hold
109,225
– – 0.01% 536
2023
Q3 		$3.28M Hold
109,225
– – 0.01% 562
2023
Q2 		$3.22M Buy
109,225
+2,800
+3% +$79.4K 0.01% 569
2023
Q1 		$3.25M Buy
106,425
+14,580
+16% +$499K 0.01% 562
2022
Q4 		$3.36M Sell
91,845
-280
-0.3% -$10.3K 0.01% 549
2022
Q3 		$2.98M Sell
92,125
-12,699
-12% -$421K 0.01% 558
2022
Q2 		$3.27M Buy
104,824
+4,780
+5% +$160K 0.01% 562
2022
Q1 		$3.28M Sell
100,044
-301
-0.3% -$9.71K 0.01% 590
2021
Q4 		$2.93M Sell
100,345
-10,580
-10% -$309K 0.01% 601
2021
Q3 		$3.18M Hold
110,925
– – 0.01% 602
2021
Q2 		$3M Sell
110,925
-700
-0.6% -$18.5K 0.01% 615
2021
Q1 		$2.76M Sell
111,625
-3,000
-3% -$67.4K ﹤0.01% 636
2020
Q4 		$2.11M Sell
114,625
-2,200
-2% -$39.8K ﹤0.01% 672
2020
Q3 		$1.67M Sell
116,825
-16,700
-13% -$259K ﹤0.01% 673
2020
Q2 		$2.2M Sell
133,525
-13,300
-9% -$208K ﹤0.01% 657
2020
Q1 		$2.27M Sell
146,825
-1,700
-1% -$38.8K 0.01% 615
2019
Q4 		$3.91M Sell
148,525
-5,100
-3% -$126K 0.01% 605
2019
Q3 		$3.7M Sell
153,625
-900
-0.6% -$21.2K 0.01% 595
2019
Q2 		$3.63M Hold
154,525
– – 0.01% 601
2019
Q1 		$3.09M Sell
154,525
-3,648
-2% -$77.1K 0.01% 622
2018
Q4 		$3.08M Sell
158,173
-1,352
-0.8% -$28K 0.01% 625
2018
Q3 		$3.7M Sell
159,525
-5,100
-3% -$120K 0.01% 644
2018
Q2 		$4.28M Sell
164,625
-6,200
-4% -$160K 0.01% 630
2018
Q1 		$4.3M Buy
170,825
+6,200
+4% +$149K 0.01% 619
2017
Q4 		$3.64M Sell
164,625
-2,000
-1% -$45.2K 0.01% 640
2017
Q3 		$3.79M Sell
166,625
-2,500
-1% -$54.6K 0.01% 632
2017
Q2 		$3.9M Hold
169,125
– – 0.01% 603
2017
Q1 		$4.39M Buy
169,125
+800
+0.5% +$19.9K 0.01% 582
2016
Q4 		$3.99M Buy
168,325
+17,200
+11% +$382K 0.01% 601
2016
Q3 		$3.55M Buy
151,125
+6,300
+4% +$146K 0.01% 594
2016
Q2 		$3.4M Buy
144,825
+25,400
+21% +$614K 0.01% 593
2016
Q1 		$2.74M Buy
119,425
+40,860
+52% +$911K 0.01% 613
2015
Q4 		$1.96M Buy
78,565
+21,765
+38% +$543K ﹤0.01% 656
2015
Q3 		$1.33M Hold
56,800
– – ﹤0.01% 687
2015
Q2 		$1.33M Hold
56,800
– – ﹤0.01% 690
2015
Q1 		$1.23M Buy
56,800
+1,600
+3% +$36.3K ﹤0.01% 672
2014
Q4 		$1.32M Buy
55,200
+6,800
+14% +$154K ﹤0.01% 660
2014
Q3 		$1.06M Hold
48,400
– – ﹤0.01% 672
2014
Q2 		$1.14M Buy
48,400
+4,416
+10% +$102K ﹤0.01% 654
2014
Q1 		$1.04M Buy
43,984
+21,384
+95% +$451K ﹤0.01% 645
2013
Q4 		$425K Buy
+22,600
New +$402K ﹤0.01% 736

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LSV Asset Management reduced its First Business Financial Services (FBIZ) stake by 1.8% in Q2 2026, selling an estimated $151K and leaving 141,025 shares worth $8.91M. The position accounts for 0.02% of the portfolio, ranked #448.

LSV Asset Management first reported a position in FBIZ in Q4 2013 and has held it in 51 quarters since. 51 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • LSV Asset Management held 141,025 shares of First Business Financial Services worth $8.91M as of Q2 2026.
  • LSV Asset Management sold 2,600 First Business Financial Services shares in Q2 2026, an estimated $151K.
  • First Business Financial Services made up 0.02% of LSV Asset Management's portfolio in Q2 2026, its #448 holding.
  • LSV Asset Management first reported a position in First Business Financial Services in Q4 2013 and has held it in 51 quarters since.
  • 51 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

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