Mendota Financial Group’s First Business Financial Services FBIZ Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-800	Closed	-$37K	–	183
2024 Q4	$37K	Hold	800	–	–	0.02%	176
2024 Q3	$36.5K	Hold	800	–	–	0.02%	191
2024 Q2	$29.6K	Hold	800	–	–	0.02%	197
2024 Q1	$30K	Hold	800	–	–	0.02%	201
2023 Q4	$32.1K	Hold	800	–	–	0.03%	223
2023 Q3	$24K	Hold	800	–	–	0.03%	168
2023 Q2	$23.6K	Hold	800	–	–	0.03%	170
2023 Q1	$26.2K	Hold	800	–	–	0.03%	180
2022 Q4	$29.2K	Buy	+800	New	+$29.4K	0.04%	160

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mendota Financial Group's FBIZ Position: Q1 2025 in Review

Mendota Financial Group sold out of First Business Financial Services (FBIZ) in Q1 2025, closing a stake of 800 shares — an estimated $37K sold.

Mendota Financial Group first reported a position in FBIZ in Q4 2022 and held it in 9 quarters. The position peaked at $37K in Q4 2024. 116 funds tracked by Wall St. Rank hold FBIZ as of Q1 2025.

Mendota Financial Group reported no remaining First Business Financial Services position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 800 First Business Financial Services shares in Q1 2025, an estimated $37K.
Mendota Financial Group first reported a position in First Business Financial Services in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's First Business Financial Services position peaked at $37K in Q4 2024.
116 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.