MAI Capital Management
FBIZ icon

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

MAI 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
-21
Closed -$1.13K – 2940
2026
Q1 		$1.13K Buy
21
+17
+425% +$945 ﹤0.01% 4135
2025
Q4 		$218 Buy
+4
New +$209 ﹤0.01% 4024

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Vanguard Capital Management
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FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
American Century Companies
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Manulife (Manufacturers Life Insurance)
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

MAI Capital Management sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 21 shares — an estimated $1.13K sold.

MAI Capital Management first reported a position in FBIZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.13K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • MAI Capital Management reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 21 First Business Financial Services shares in Q2 2026, an estimated $1.13K.
  • MAI Capital Management first reported a position in First Business Financial Services in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's First Business Financial Services position peaked at $1.13K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.