Osaic Holdings
FBIZ icon

Osaic Holdings’s First Business Financial Services FBIZ Stock Holding History

Osaic Holdings’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 		$657K Buy
10,407
+10,336
+14,558% +$598K ﹤0.01% 3418
2026
Q1 		$3.83K Sell
71
-10,236
-99% -$569K ﹤0.01% 6810
2025
Q4 		$560K Sell
10,307
-277
-3% -$14.5K ﹤0.01% 3244
2025
Q3 		$540K Hold
10,584
– – ﹤0.01% 3370
2025
Q2 		$536K Sell
10,584
-54
-0.5% -$2.59K ﹤0.01% 3067
2025
Q1 		$502K Buy
10,638
+10,564
+14,276% +$521K ﹤0.01% 2871
2024
Q4 		$3.42K Buy
+74
New +$3.46K ﹤0.01% 6387
2024
Q3 		– Sell
-67
Closed -$2.48K – 7448
2024
Q2 		$2.48K Buy
+67
New +$2.3K ﹤0.01% 6511
2023
Q3 		– Sell
-148
Closed -$4.37K – 7430
2023
Q2 		$4.37K Buy
148
+2
+1% +$57 ﹤0.01% 6371
2023
Q1 		$4.48K Hold
146
– – ﹤0.01% 6373
2022
Q4 		$5K Sell
146
-595
-80% -$21.9K ﹤0.01% 6274
2022
Q3 		$24K Sell
741
-129
-15% -$4.28K ﹤0.01% 5436
2022
Q2 		$27K Buy
870
+442
+103% +$14.8K ﹤0.01% 5399
2022
Q1 		$14K Buy
428
+286
+201% +$9.23K ﹤0.01% 5927
2021
Q4 		$4K Buy
142
+1
+0.7% +$29 ﹤0.01% 6742
2021
Q3 		$4K Hold
141
– – ﹤0.01% 6623
2021
Q2 		$4K Buy
141
+1
+0.7% +$26 ﹤0.01% 6474
2021
Q1 		$3K Buy
140
+1
+0.7% +$22 ﹤0.01% 6361
2020
Q4 		$3K Sell
139
-1
-0.7% -$18 ﹤0.01% 5948
2020
Q3 		$2K Sell
140
-449
-76% -$6.97K ﹤0.01% 5845
2020
Q2 		$9K Sell
589
-143
-20% -$2.23K ﹤0.01% 5226
2020
Q1 		$11K Buy
+732
New +$16.7K ﹤0.01% 4944

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Osaic Holdings's FBIZ Position: Q2 2026 in Review

Osaic Holdings increased its First Business Financial Services (FBIZ) stake by 14,558% in Q2 2026, buying an estimated $598K and bringing the position to 10,407 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #3418.

Osaic Holdings first reported a position in FBIZ in Q1 2020 and has held it in 22 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Osaic Holdings held 10,407 shares of First Business Financial Services worth $657K as of Q2 2026.
  • Osaic Holdings bought 10,336 First Business Financial Services shares in Q2 2026, an estimated $598K.
  • First Business Financial Services made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3418 holding.
  • Osaic Holdings first reported a position in First Business Financial Services in Q1 2020 and has held it in 22 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.