Ohio Public Employees Retirement System (OPERS)’s First Business Financial Services FBIZ Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$82.5K	Hold	1,529	–	–	﹤0.01%	1818
2025 Q4	$83K	Hold	1,529	–	–	﹤0.01%	1827
2025 Q3	$78.4K	Hold	1,529	–	–	﹤0.01%	1824
2025 Q2	$77.5K	Hold	1,529	–	–	﹤0.01%	1829
2025 Q1	$72.1K	Sell	1,529 -231	-13%	-$11.4K	﹤0.01%	1821
2024 Q4	$81.5K	Buy	+1,760	New	+$82.4K	﹤0.01%	1805
2022 Q4	–	Sell	-900	Closed	-$29K	–	1977
2022 Q3	$29K	Hold	900	–	–	﹤0.01%	1959
2022 Q2	$28K	Hold	900	–	–	﹤0.01%	1917
2022 Q1	$30K	Hold	900	–	–	﹤0.01%	1926
2021 Q4	$26K	Hold	900	–	–	﹤0.01%	1952
2021 Q3	$26K	Hold	900	–	–	﹤0.01%	1965
2021 Q2	$24K	Buy	+900	New	+$23.7K	﹤0.01%	1931
2020 Q4	–	Sell	-1,256	Closed	-$18K	–	1960
2020 Q3	$18K	Sell	1,256 -3,624	-74%	-$56.3K	﹤0.01%	1888
2020 Q2	$80K	Hold	4,880	–	–	﹤0.01%	1542
2020 Q1	$76K	Sell	4,880 -400	-8%	-$9.14K	﹤0.01%	1476
2019 Q4	$139K	Hold	5,280	–	–	﹤0.01%	1463
2019 Q3	$127K	Hold	5,280	–	–	﹤0.01%	1584
2019 Q2	$124K	Sell	5,280 -300	-5%	-$6.81K	﹤0.01%	1588
2019 Q1	$112K	Buy	+5,580	New	+$118K	﹤0.01%	1605

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

Ohio Public Employees Retirement System (OPERS)'s FBIZ Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) held its First Business Financial Services (FBIZ) position steady in Q1 2026 at 1,529 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Ohio Public Employees Retirement System (OPERS) first reported a position in FBIZ in Q1 2019 and has held it in 19 quarters since. The position peaked at $139K in Q4 2019. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 1,529 shares of First Business Financial Services worth $82.5K as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) left its First Business Financial Services share count unchanged in Q1 2026.
First Business Financial Services made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #1818 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in First Business Financial Services in Q1 2019 and has held it in 19 quarters since.
Ohio Public Employees Retirement System (OPERS)'s First Business Financial Services position peaked at $139K in Q4 2019.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.