New York State Common Retirement Fund’s First Business Financial Services FBIZ Stock Holding History

New York State Common Retirement Fund’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	$168K	Sell	2,666 -1,200	-31%	-$69.5K	﹤0.01%	2439
2026 Q1	$208K	Hold	3,866	–	–	﹤0.01%	2221
2025 Q4	$210K	Hold	3,866	–	–	﹤0.01%	2278
2025 Q3	$198K	Hold	3,866	–	–	﹤0.01%	2299
2025 Q2	$196K	Hold	3,866	–	–	﹤0.01%	2268
2025 Q1	$182K	Hold	3,866	–	–	﹤0.01%	2268
2024 Q4	$179K	Hold	3,866	–	–	﹤0.01%	2349
2024 Q3	$176K	Hold	3,866	–	–	﹤0.01%	2356
2024 Q2	$143K	Hold	3,866	–	–	﹤0.01%	2577
2024 Q1	$145K	Hold	3,866	–	–	﹤0.01%	2585
2023 Q4	$155K	Buy	3,866 +1,601	+71%	+$53.9K	﹤0.01%	2570
2023 Q3	$68K	Buy	2,265 +2	+0.1%	+$63	﹤0.01%	2907
2023 Q2	$66.7K	Sell	2,263 -3,404	-60%	-$96.5K	﹤0.01%	3071
2023 Q1	$173K	Hold	5,667	–	–	﹤0.01%	2650
2022 Q4	$207K	Sell	5,667 -7	-0.1%	-$257	﹤0.01%	2711
2022 Q3	$183K	Buy	5,674 +74	+1%	+$2.46K	﹤0.01%	2803
2022 Q2	$175K	Buy	+5,600	New	+$187K	﹤0.01%	2854
2021 Q3	–	Sell	-66	Closed	-$2K	–	3399
2021 Q2	$2K	Sell	66 -7,934	-99%	-$209K	﹤0.01%	3319
2021 Q1	$198K	Hold	8,000	–	–	﹤0.01%	2834
2020 Q4	$147K	Hold	8,000	–	–	﹤0.01%	2859
2020 Q3	$114K	Hold	8,000	–	–	﹤0.01%	2868
2020 Q2	$132K	Hold	8,000	–	–	﹤0.01%	2828
2020 Q1	$124K	Hold	8,000	–	–	﹤0.01%	2675
2019 Q4	$211K	Hold	8,000	–	–	﹤0.01%	2718
2019 Q3	$193K	Hold	8,000	–	–	﹤0.01%	2789
2019 Q2	$188K	Hold	8,000	–	–	﹤0.01%	2846
2019 Q1	$160K	Hold	8,000	–	–	﹤0.01%	2805
2018 Q4	$156K	Hold	8,000	–	–	﹤0.01%	2813
2018 Q3	$185K	Hold	8,000	–	–	﹤0.01%	2862
2018 Q2	$208K	Hold	8,000	–	–	﹤0.01%	2855
2018 Q1	$201K	Hold	8,000	–	–	﹤0.01%	2726
2017 Q4	$177K	Hold	8,000	–	–	﹤0.01%	2807
2017 Q3	$182K	Hold	8,000	–	–	﹤0.01%	2830
2017 Q2	$185K	Sell	8,000 -1	-0%	-$24	﹤0.01%	2883
2017 Q1	$208K	Buy	8,001 +1	+0%	+$25	﹤0.01%	2758
2016 Q4	$190K	Hold	8,000	–	–	﹤0.01%	2786
2016 Q3	$188K	Hold	8,000	–	–	﹤0.01%	2780
2016 Q2	$188K	Hold	8,000	–	–	﹤0.01%	2757
2016 Q1	$183K	Hold	8,000	–	–	﹤0.01%	2716
2015 Q4	$200K	Hold	8,000	–	–	﹤0.01%	2773
2015 Q3	$188K	Sell	8,000 -776	-9%	-$17.5K	﹤0.01%	2812
2015 Q2	$206K	Buy	+8,776	New	+$198K	﹤0.01%	2905

Other funds holding FBIZ

FBFS

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Common Retirement Fund's FBIZ Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its First Business Financial Services (FBIZ) stake by 31% in Q2 2026, selling an estimated $69.5K and leaving 2,666 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

New York State Common Retirement Fund first reported a position in FBIZ in Q2 2015 and has held it in 42 quarters since. The position peaked at $211K in Q4 2019. 43 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

New York State Common Retirement Fund held 2,666 shares of First Business Financial Services worth $168K as of Q2 2026.
New York State Common Retirement Fund sold 1,200 First Business Financial Services shares in Q2 2026, an estimated $69.5K.
First Business Financial Services made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2439 holding.
New York State Common Retirement Fund first reported a position in First Business Financial Services in Q2 2015 and has held it in 42 quarters since.
New York State Common Retirement Fund's First Business Financial Services position peaked at $211K in Q4 2019.
43 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.