MI
FBIZ icon

M3F Inc’s First Business Financial Services FBIZ Stock Holding History

M3F Inc’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 		$1.6M Sell
29,685
-29,252
-50% -$1.63M 0.4% 23
2025
Q4 		$3.2M Sell
58,937
-7,540
-11% -$394K 0.88% 22
2025
Q3 		$3.41M Sell
66,477
-30,084
-31% -$1.54M 0.97% 20
2025
Q2 		$4.89M Buy
96,561
+2,943
+3% +$141K 1.38% 18
2025
Q1 		$4.41M Sell
93,618
-3,534
-4% -$174K 1.21% 19
2024
Q4 		$4.5M Sell
97,152
-57,149
-37% -$2.68M 1.3% 18
2024
Q3 		$7.04M Sell
154,301
-63,781
-29% -$2.69M 2.17% 16
2024
Q2 		$8.07M Sell
218,082
-2,592
-1% -$89.1K 2.99% 14
2024
Q1 		$8.28M Buy
220,674
+1,333
+0.6% +$48K 2.93% 14
2023
Q4 		$8.8M Sell
219,341
-35,955
-14% -$1.21M 2.79% 12
2023
Q3 		$7.66M Sell
255,296
-640
-0.3% -$20.2K 2.56% 15
2023
Q2 		$7.55M Sell
255,936
-26,553
-9% -$753K 2.37% 15
2023
Q1 		$8.62M Hold
282,489
– – 2.83% 15
2022
Q4 		$10.3M Sell
282,489
-26,955
-9% -$991K 3.16% 12
2022
Q3 		$10M Buy
309,444
+18,273
+6% +$606K 3.51% 13
2022
Q2 		$9.08M Buy
291,171
+45,557
+19% +$1.52M 2.95% 12
2022
Q1 		$8.06M Buy
245,614
+3,395
+1% +$110K 2.68% 17
2021
Q4 		$7.07M Hold
242,219
– – 2.37% 17
2021
Q3 		$6.95M Buy
242,219
+2,765
+1% +$76.4K 2.28% 18
2021
Q2 		$6.48M Hold
239,454
– – 2.3% 16
2021
Q1 		$5.92M Sell
239,454
-8,142
-3% -$183K 2.4% 15
2020
Q4 		$4.56M Sell
247,596
-21,442
-8% -$388K 2.16% 17
2020
Q3 		$3.85M Buy
269,038
+9,073
+3% +$141K 2.44% 17
2020
Q2 		$4.28M Sell
259,965
-2,884
-1% -$45.1K 3.17% 12
2020
Q1 		$4.07M Buy
262,849
+20,203
+8% +$461K 2.91% 11
2019
Q4 		$6.39M Sell
242,646
-29,560
-11% -$733K 4.99% 5
2019
Q3 		$6.55M Buy
272,206
+17,950
+7% +$422K 4.78% 7
2019
Q2 		$5.97M Buy
254,256
+300
+0.1% +$6.81K 5.12% 6
2019
Q1 		$5.08M Buy
253,956
+27,490
+12% +$581K 4.51% 7
2018
Q4 		$4.42M Buy
226,466
+38,457
+20% +$797K 4.08% 9
2018
Q3 		$4.36M Buy
188,009
+50,155
+36% +$1.18M 4.19% 9
2018
Q2 		$3.58M Hold
137,854
– – 3.87% 12
2018
Q1 		$3.47M Buy
137,854
+30,543
+28% +$735K 4.02% 11
2017
Q4 		$2.37M Buy
107,311
+79,295
+283% +$1.79M 3.09% 13
2017
Q3 		$637K Buy
+28,016
New +$612K 0.63% 29
2013
Q4 		$7.14M Sell
379,728
-296,466
-44% -$5.27M 9.28% 3
2013
Q3 		$11M Sell
676,194
-11,814
-2% -$191K 8.64% 3
2013
Q2 		$10.3M Buy
+688,008
New +$9.69M 6.54% 3

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

M3F Inc's FBIZ Position: Q1 2026 in Review

M3F Inc reduced its First Business Financial Services (FBIZ) stake by 50% in Q1 2026, selling an estimated $1.63M and leaving 29,685 shares worth $1.6M. The position accounts for 0.4% of the portfolio, ranked #23.

M3F Inc first reported a position in FBIZ in Q2 2013 and has held it in 38 quarters since. The position peaked at $11M in Q3 2013. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • M3F Inc held 29,685 shares of First Business Financial Services worth $1.6M as of Q1 2026.
  • M3F Inc sold 29,252 First Business Financial Services shares in Q1 2026, an estimated $1.63M.
  • First Business Financial Services made up 0.4% of M3F Inc's portfolio in Q1 2026, its #23 holding.
  • M3F Inc first reported a position in First Business Financial Services in Q2 2013 and has held it in 38 quarters since.
  • M3F Inc's First Business Financial Services position peaked at $11M in Q3 2013.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on M3F Inc's 13F filing for Q1 2026, filed 28 Apr 2026.