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

Meeder 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	$12.2K	Buy	193 +24	+14%	+$1.39K	﹤0.01%	680
2026 Q1	$9.11K	Buy	+169	New	+$9.39K	﹤0.01%	716
2020 Q4	–	Sell	-1,514	Closed	-$22K	–	1983
2020 Q3	$22K	Hold	1,514	–	–	﹤0.01%	1145
2020 Q2	$25K	Hold	1,514	–	–	﹤0.01%	1086
2020 Q1	$23K	Hold	1,514	–	–	﹤0.01%	1185
2019 Q4	$40K	Hold	1,514	–	–	﹤0.01%	1092
2019 Q3	$36K	Hold	1,514	–	–	﹤0.01%	1118
2019 Q2	$36K	Hold	1,514	–	–	﹤0.01%	1043
2019 Q1	$30K	Hold	1,514	–	–	﹤0.01%	976
2018 Q4	$30K	Buy	1,514 +200	+15%	+$4.14K	﹤0.01%	939
2018 Q3	$30K	Buy	1,314 +193	+17%	+$4.54K	﹤0.01%	926
2018 Q2	$29.1K	Buy	1,121 +1,043	+1,337%	+$27K	﹤0.01%	885
2018 Q1	$2K	Hold	78	–	–	﹤0.01%	1374
2017 Q4	$2K	Sell	78 -322	-81%	-$7.28K	﹤0.01%	1486
2017 Q3	$9K	Hold	400	–	–	﹤0.01%	1100
2017 Q2	$9K	Buy	400 +242	+153%	+$5.92K	﹤0.01%	1017
2017 Q1	$4K	Buy	+158	New	+$3.93K	﹤0.01%	1155

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 $3.38T 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

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

Meeder Asset Management increased its First Business Financial Services (FBIZ) stake by 14% in Q2 2026, buying an estimated $1.39K and bringing the position to 193 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Meeder Asset Management first reported a position in FBIZ in Q1 2017 and has held it in 17 quarters since. The position peaked at $40K in Q4 2019. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Meeder Asset Management held 193 shares of First Business Financial Services worth $12.2K as of Q2 2026.
Meeder Asset Management bought 24 First Business Financial Services shares in Q2 2026, an estimated $1.39K.
First Business Financial Services made up ﹤0.01% of Meeder Asset Management's portfolio in Q2 2026, its #680 holding.
Meeder Asset Management first reported a position in First Business Financial Services in Q1 2017 and has held it in 17 quarters since.
Meeder Asset Management's First Business Financial Services position peaked at $40K in Q4 2019.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.