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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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