Poehling Capital Management’s First Business Financial Services FBIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.95M	Hold	58,327	–	–	0.69%	41
2025 Q1	$2.75M	Hold	58,327	–	–	0.7%	48
2024 Q4	$2.7M	Hold	58,327	–	–	0.66%	44
2024 Q3	$2.66M	Hold	58,327	–	–	0.68%	48
2024 Q2	$2.16M	Hold	58,327	–	–	0.59%	53
2024 Q1	$2.19M	Hold	58,327	–	–	0.59%	54
2023 Q4	$2.34M	Hold	58,327	–	–	0.74%	45
2023 Q3	$1.75M	Hold	58,327	–	–	0.61%	52
2023 Q2	$1.72M	Hold	58,327	–	–	0.58%	52
2023 Q1	$1.78M	Hold	58,327	–	–	0.6%	53
2022 Q4	$2.13M	Hold	58,327	–	–	0.8%	41
2022 Q3	$1.89M	Sell	58,327 -2,000	-3%	-$64.6K	0.79%	39
2022 Q2	$1.88M	Hold	60,327	–	–	0.71%	44
2022 Q1	$1.98M	Hold	60,327	–	–	0.61%	51
2021 Q4	$1.76M	Hold	60,327	–	–	0.57%	58
2021 Q3	$1.73M	Hold	60,327	–	–	0.58%	56
2021 Q2	$1.63M	Hold	60,327	–	–	0.52%	62
2021 Q1	$1.49M	Hold	60,327	–	–	0.52%	64
2020 Q4	$1.11M	Hold	60,327	–	–	0.44%	76
2020 Q3	$862K	Hold	60,327	–	–	0.44%	69
2020 Q2	$992K	Hold	60,327	–	–	0.53%	60
2020 Q1	$935K	Sell	60,327 -4,000	-6%	-$62K	0.69%	45
2019 Q4	$1.69M	Sell	64,327 -4,500	-7%	-$119K	1.11%	30
2019 Q3	$1.66M	Sell	68,827 -1,000	-1%	-$24.1K	1.22%	28
2019 Q2	$1.64M	Sell	69,827 -1,000	-1%	-$23.5K	1.1%	31
2019 Q1	$1.42M	Sell	70,827 -1,500	-2%	-$30K	1.03%	35
2018 Q4	$1.41M	Sell	72,327 -1,000	-1%	-$19.5K	1.36%	20
2018 Q3	$1.7M	Sell	73,327 -2,000	-3%	-$46.4K	1.2%	28
2018 Q2	$1.96M	Sell	75,327 -3,000	-4%	-$78K	1.71%	14
2018 Q1	$1.97M	Hold	78,327	–	–	1.59%	23
2017 Q4	$1.73M	Buy	+78,327	New	+$1.73M	1.47%	22