Millennium Management’s First Business Financial Services FBIZ Stock Holding History

Millennium 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	$1.79M	Sell	33,175 -1,019	-3%	-$56.6K	﹤0.01%	3981
2025 Q4	$1.86M	Sell	34,194 -5,980	-15%	-$313K	﹤0.01%	4007
2025 Q3	$2.06M	Buy	40,174 +11,261	+39%	+$576K	﹤0.01%	4037
2025 Q2	$1.46M	Buy	28,913 +9,625	+50%	+$462K	﹤0.01%	4135
2025 Q1	$909K	Buy	19,288 +6,263	+48%	+$309K	﹤0.01%	4424
2024 Q4	$603K	Sell	13,025 -2,960	-19%	-$139K	﹤0.01%	4594
2024 Q3	$729K	Buy	15,985 +10,243	+178%	+$433K	﹤0.01%	4526
2024 Q2	$212K	Sell	5,742 -8,374	-59%	-$288K	﹤0.01%	5108
2024 Q1	$529K	Buy	14,116 +5,345	+61%	+$192K	﹤0.01%	4770
2023 Q4	$352K	Sell	8,771 -2,474	-22%	-$83.2K	﹤0.01%	4868
2023 Q3	$337K	Buy	+11,245	New	+$355K	﹤0.01%	4869
2023 Q2	–	Sell	-26,190	Closed	-$799K	–	6261
2023 Q1	$799K	Sell	26,190 -8,211	-24%	-$281K	﹤0.01%	4289
2022 Q4	$1.26M	Buy	+34,401	New	+$1.27M	﹤0.01%	3936
2022 Q3	–	Sell	-27,056	Closed	-$844K	–	7185
2022 Q2	$844K	Sell	27,056 -111,662	-80%	-$3.73M	﹤0.01%	4531
2022 Q1	$4.55M	Buy	138,718 +39,564	+40%	+$1.28M	﹤0.01%	3037
2021 Q4	$2.89M	Buy	99,154 +7,821	+9%	+$229K	﹤0.01%	3417
2021 Q3	$2.62M	Sell	91,333 -58,581	-39%	-$1.62M	﹤0.01%	3590
2021 Q2	$4.06M	Buy	+149,914	New	+$3.95M	﹤0.01%	3039
2020 Q2	–	Sell	-20,614	Closed	-$320K	–	4272
2020 Q1	$320K	Sell	20,614 -7,217	-26%	-$165K	﹤0.01%	3142
2019 Q4	$733K	Buy	27,831 +12,689	+84%	+$315K	﹤0.01%	3154
2019 Q3	$364K	Sell	15,142 -6,194	-29%	-$146K	﹤0.01%	3455
2019 Q2	$501K	Sell	21,336 -11,958	-36%	-$272K	﹤0.01%	3235
2019 Q1	$667K	Sell	33,294 -12,465	-27%	-$263K	﹤0.01%	3096
2018 Q4	$893K	Sell	45,759 -4,656	-9%	-$96.5K	﹤0.01%	2640
2018 Q3	$1.17M	Buy	50,415 +28,107	+126%	+$662K	﹤0.01%	2785
2018 Q2	$580K	Buy	+22,308	New	+$576K	﹤0.01%	3098
2015 Q2	–	Sell	-10,698	Closed	-$231K	–	3467
2015 Q1	$231K	Buy	+10,698	New	+$243K	﹤0.01%	3213

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Millennium Management's FBIZ Position: Q1 2026 in Review

Millennium Management reduced its First Business Financial Services (FBIZ) stake by 3% in Q1 2026, selling an estimated $56.6K and leaving 33,175 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

Millennium Management first reported a position in FBIZ in Q1 2015 and has held it in 27 quarters since. The position peaked at $4.55M in Q1 2022. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Millennium Management held 33,175 shares of First Business Financial Services worth $1.79M as of Q1 2026.
Millennium Management sold 1,019 First Business Financial Services shares in Q1 2026, an estimated $56.6K.
First Business Financial Services made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #3981 holding.
Millennium Management first reported a position in First Business Financial Services in Q1 2015 and has held it in 27 quarters since.
Millennium Management's First Business Financial Services position peaked at $4.55M in Q1 2022.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

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