Occudo Quantitative Strategies’s First Business Financial Services FBIZ Stock Holding History

Occudo Quantitative Strategies’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	$517K	Buy	8,179 +3,752	+85%	+$217K	0.03%	500
2026 Q1	$249K	Buy	4,427 +96	+2%	+$5.33K	0.01%	635
2025 Q4	$235K	Buy	+4,331	New	+$227K	0.02%	555
2022 Q3	–	Sell	-8,044	Closed	-$251K	–	1260
2022 Q2	$251K	Buy	+8,044	New	+$269K	0.02%	846

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

Occudo Quantitative Strategies's FBIZ Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its First Business Financial Services (FBIZ) stake by 85% in Q2 2026, buying an estimated $217K and bringing the position to 8,179 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #500.

Occudo Quantitative Strategies first reported a position in FBIZ in Q2 2022 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Occudo Quantitative Strategies held 8,179 shares of First Business Financial Services worth $517K as of Q2 2026.
Occudo Quantitative Strategies bought 3,752 First Business Financial Services shares in Q2 2026, an estimated $217K.
First Business Financial Services made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #500 holding.
Occudo Quantitative Strategies first reported a position in First Business Financial Services in Q2 2022 and has held it in 4 quarters since.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.