Macquarie Group’s First Business Financial Services FBIZ Stock Holding History

Macquarie Group’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
2025 Q4	–	Sell	-370	Closed	-$19K	–	1067
2025 Q3	$19K	Buy	+370	New	+$18.9K	﹤0.01%	1558
2019 Q1	–	Sell	-2,894	Closed	-$56K	–	1777
2018 Q4	$56K	Sell	2,894 -3,624	-56%	-$75.1K	﹤0.01%	1578
2018 Q3	$151K	Sell	6,518 -2,028	-24%	-$47.7K	﹤0.01%	1522
2018 Q2	$222K	Buy	+8,546	New	+$221K	﹤0.01%	1625

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Macquarie Group's FBIZ Position: Q4 2025 in Review

Macquarie Group sold out of First Business Financial Services (FBIZ) in Q4 2025, closing a stake of 370 shares — an estimated $19K sold.

Macquarie Group first reported a position in FBIZ in Q2 2018 and held it in 4 quarters. The position peaked at $222K in Q2 2018. 139 funds tracked by Wall St. Rank hold FBIZ as of Q4 2025.

Macquarie Group reported no remaining First Business Financial Services position as of Q4 2025 after selling out during the quarter.
Macquarie Group sold 370 First Business Financial Services shares in Q4 2025, an estimated $19K.
Macquarie Group first reported a position in First Business Financial Services in Q2 2018 and held it in 4 quarters.
Macquarie Group's First Business Financial Services position peaked at $222K in Q2 2018.
139 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.