Martingale Asset Management
FBIZ icon

Martingale Asset Management’s First Business Financial Services FBIZ Stock Holding History

Martingale Asset 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 		$442K Hold
7,004
– – 0.01% 686
2026
Q1 		$378K Hold
7,004
– – 0.01% 697
2025
Q4 		$380K Hold
7,004
– – 0.01% 654
2025
Q3 		$359K Sell
7,004
-390
-5% -$20K 0.01% 668
2025
Q2 		$375K Sell
7,394
-507
-6% -$24.3K 0.01% 669
2025
Q1 		$373K Sell
7,901
-4,953
-39% -$244K 0.01% 649
2024
Q4 		$595K Buy
12,854
+640
+5% +$30K 0.01% 574
2024
Q3 		$557K Sell
12,214
-2,308
-16% -$97.5K 0.01% 604
2024
Q2 		$537K Hold
14,522
– – 0.01% 579
2024
Q1 		$545K Hold
14,522
– – 0.01% 602
2023
Q4 		$582K Sell
14,522
-101
-0.7% -$3.4K 0.01% 575
2023
Q3 		$439K Hold
14,623
– – 0.01% 634
2023
Q2 		$431K Sell
14,623
-2
-0% -$57 0.01% 641
2023
Q1 		$446K Buy
14,625
+7,101
+94% +$243K 0.01% 640
2022
Q4 		$275K Buy
7,524
+703
+10% +$25.9K 0.01% 733
2022
Q3 		$221K Buy
+6,821
New +$226K ﹤0.01% 766
2021
Q2 		– Sell
-11,410
Closed -$283K – 856
2021
Q1 		$283K Hold
11,410
– – ﹤0.01% 758
2020
Q4 		$211K Sell
11,410
-20,800
-65% -$376K ﹤0.01% 826
2020
Q3 		$461K Sell
32,210
-20,403
-39% -$317K 0.01% 828
2020
Q2 		$866K Hold
52,613
– – 0.01% 768
2020
Q1 		$816K Sell
52,613
-200
-0.4% -$4.57K 0.01% 727
2019
Q4 		$1.39M Buy
52,813
+4,300
+9% +$107K 0.01% 688
2019
Q3 		$1.17M Buy
48,513
+1,200
+3% +$28.2K 0.01% 734
2019
Q2 		$1.11M Hold
47,313
– – 0.01% 750
2019
Q1 		$948K Buy
47,313
+2,000
+4% +$42.3K 0.01% 790
2018
Q4 		$885K Sell
45,313
-2,300
-5% -$47.7K 0.01% 759
2018
Q3 		$1.1M Sell
47,613
-4
-0% -$94 0.01% 706
2018
Q2 		$1.24M Sell
47,617
-1,300
-3% -$33.6K 0.02% 696
2018
Q1 		$1.23M Hold
48,917
– – 0.02% 684
2017
Q4 		$1.08M Buy
48,917
+2,902
+6% +$65.6K 0.01% 688
2017
Q3 		$1.05M Sell
46,015
-700
-1% -$15.3K 0.01% 714
2017
Q2 		$1.08M Buy
46,715
+900
+2% +$22K 0.02% 701
2017
Q1 		$1.19M Buy
45,815
+5,501
+14% +$137K 0.02% 681
2016
Q4 		$957K Buy
40,314
+1,500
+4% +$33.3K 0.01% 717
2016
Q3 		$913K Buy
38,814
+12,100
+45% +$280K 0.01% 710
2016
Q2 		$627K Buy
26,714
+5,311
+25% +$128K 0.01% 626
2016
Q1 		$491K Sell
21,403
-7,958
-27% -$178K 0.01% 653
2015
Q4 		$736K Sell
29,361
-1,656
-5% -$41.3K 0.02% 582
2015
Q3 		$730K Sell
31,017
-399
-1% -$9.01K 0.02% 567
2015
Q2 		$737K Sell
31,416
-1,602
-5% -$36.1K 0.02% 601
2015
Q1 		$714K Sell
33,018
-3,300
-9% -$74.9K 0.02% 623
2014
Q4 		$871K Sell
36,318
-1,600
-4% -$36.1K 0.02% 567
2014
Q3 		$833K Buy
+37,918
New +$853K 0.03% 551

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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

Martingale Asset Management's FBIZ Position: Q2 2026 in Review

Martingale Asset Management held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 7,004 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #686.

Martingale Asset Management first reported a position in FBIZ in Q3 2014 and has held it in 43 quarters since. The position peaked at $1.39M in Q4 2019. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Martingale Asset Management held 7,004 shares of First Business Financial Services worth $442K as of Q2 2026.
  • Martingale Asset Management left its First Business Financial Services share count unchanged in Q2 2026.
  • First Business Financial Services made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #686 holding.
  • Martingale Asset Management first reported a position in First Business Financial Services in Q3 2014 and has held it in 43 quarters since.
  • Martingale Asset Management's First Business Financial Services position peaked at $1.39M in Q4 2019.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.