Mariner’s First Business Financial Services FBIZ Stock Holding History

Mariner’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	$325K	Buy	+5,140	New	+$298K	﹤0.01%	2782
2018 Q2	–	Sell	-34,738	Closed	-$874K	–	803
2018 Q1	$874K	Buy	+34,738	New	+$836K	0.03%	337
2016 Q4	–	Sell	-24,340	Closed	-$572K	–	634
2016 Q3	$572K	Sell	24,340 -1,092	-4%	-$25.3K	0.03%	350
2016 Q2	$597K	Sell	25,432 -7,012	-22%	-$170K	0.03%	305
2016 Q1	$744K	Buy	32,444 +19	+0.1%	+$424	0.04%	270
2015 Q4	$811K	Sell	32,425 -9,760	-23%	-$243K	0.05%	231
2015 Q3	$992K	Sell	42,185 -11,545	-21%	-$261K	0.04%	250
2015 Q2	$1.26M	Sell	53,730 -23,196	-30%	-$523K	0.06%	221
2015 Q1	$1.66M	Sell	76,926 -3,766	-5%	-$85.5K	0.14%	126
2014 Q4	$1.93M	Buy	+80,692	New	+$1.82M	0.17%	103

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 Capital Management Malvern, Pennsylvania $4.68T AUM

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mariner's FBIZ Position: Q2 2026 in Review

Mariner opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 5,140 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #2782 among its holdings. This is a return to the name: Mariner previously reported a position in FBIZ as recently as Q1 2018.

Mariner first reported a position in FBIZ in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.93M in Q4 2014. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Mariner held 5,140 shares of First Business Financial Services worth $325K as of Q2 2026.
First Business Financial Services was a new Mariner position in Q2 2026.
First Business Financial Services made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2782 holding.
Mariner first reported a position in First Business Financial Services in Q4 2014 and has held it in 10 quarters since.
Mariner's First Business Financial Services position peaked at $1.93M in Q4 2014.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.