MCM
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
Q1 		$1.13K Buy
21
+17
+425% +$945 ﹤0.01% 4135
2025
Q4 		$218 Buy
+4
New +$209 ﹤0.01% 4024

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

MAI Capital Management's FBIZ Position: Q1 2026 in Review

MAI Capital Management increased its First Business Financial Services (FBIZ) stake by 425% in Q1 2026, buying an estimated $945 and bringing the position to 21 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

MAI Capital Management first reported a position in FBIZ in Q4 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • MAI Capital Management held 21 shares of First Business Financial Services worth $1.13K as of Q1 2026.
  • MAI Capital Management bought 17 First Business Financial Services shares in Q1 2026, an estimated $945.
  • First Business Financial Services made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4135 holding.
  • MAI Capital Management first reported a position in First Business Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.