PAM
FBIZ icon

Panagora Asset Management’s First Business Financial Services FBIZ Stock Holding History

Panagora Asset 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
Q2 		– Sell
-5,031
Closed -$271K – 1223
2026
Q1 		$271K Buy
5,031
+398
+9% +$22.1K ﹤0.01% 1011
2025
Q4 		$252K Hold
4,633
– – ﹤0.01% 1051
2025
Q3 		$237K Hold
4,633
– – ﹤0.01% 1036
2025
Q2 		$235K Buy
+4,633
New +$222K ﹤0.01% 1005
2023
Q2 		– Sell
-8,903
Closed -$272K – 1325
2023
Q1 		$272K Sell
8,903
-12,062
-58% -$413K ﹤0.01% 1286
2022
Q4 		$766K Sell
20,965
-2,345
-10% -$86.2K 0.01% 994
2022
Q3 		$753K Buy
23,310
+7,410
+47% +$246K 0.01% 974
2022
Q2 		$496K Buy
+15,900
New +$531K ﹤0.01% 1163
2021
Q3 		– Sell
-253
Closed -$7K – 1936
2021
Q2 		$7K Buy
+253
New +$6.67K ﹤0.01% 2370
2020
Q4 		– Sell
-356
Closed -$5K – 2843
2020
Q3 		$5K Hold
356
– – ﹤0.01% 2443
2020
Q2 		$6K Buy
356
+118
+50% +$1.84K ﹤0.01% 2315
2020
Q1 		$4K Buy
238
+84
+55% +$1.92K ﹤0.01% 2293
2019
Q4 		$4K Sell
154
-243
-61% -$6.03K ﹤0.01% 2280
2019
Q3 		$10K Sell
397
-946
-70% -$22.3K ﹤0.01% 2170
2019
Q2 		$32K Buy
1,343
+34
+3% +$772 ﹤0.01% 2191
2019
Q1 		$26K Hold
1,309
– – ﹤0.01% 2205
2018
Q4 		$26K Buy
+1,309
New +$27.1K ﹤0.01% 2156
2014
Q3 		– Sell
-17,436
Closed -$410K – 2300
2014
Q2 		$410K Buy
17,436
+4,714
+37% +$109K ﹤0.01% 1452
2014
Q1 		$300K Buy
+12,722
New +$268K ﹤0.01% 1596

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

Panagora Asset Management's FBIZ Position: Q2 2026 in Review

Panagora Asset Management sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 5,031 shares — an estimated $271K sold.

Panagora Asset Management first reported a position in FBIZ in Q1 2014 and held it in 19 quarters. The position peaked at $766K in Q4 2022. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Panagora Asset Management reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
  • Panagora Asset Management sold 5,031 First Business Financial Services shares in Q2 2026, an estimated $271K.
  • Panagora Asset Management first reported a position in First Business Financial Services in Q1 2014 and held it in 19 quarters.
  • Panagora Asset Management's First Business Financial Services position peaked at $766K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.