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

Poehling Capital 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	$1.51M	Sell	23,848 -1,767	-7%	-$102K	0.32%	71
2026 Q1	$1.38M	Sell	25,615 -26,712	-51%	-$1.48M	0.29%	72
2025 Q4	$2.84M	Sell	52,327 -6,000	-10%	-$314K	0.58%	47
2025 Q3	$2.99M	Hold	58,327	–	–	0.63%	45
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%	-$66.4K	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%	-$91.4K	0.69%	45
2019 Q4	$1.69M	Sell	64,327 -4,500	-7%	-$112K	1.11%	30
2019 Q3	$1.66M	Sell	68,827 -1,000	-1%	-$23.5K	1.22%	28
2019 Q2	$1.64M	Sell	69,827 -1,000	-1%	-$22.7K	1.1%	31
2019 Q1	$1.42M	Sell	70,827 -1,500	-2%	-$31.7K	1.03%	35
2018 Q4	$1.41M	Sell	72,327 -1,000	-1%	-$20.7K	1.36%	20
2018 Q3	$1.7M	Sell	73,327 -2,000	-3%	-$47.1K	1.2%	28
2018 Q2	$1.96M	Sell	75,327 -3,000	-4%	-$77.5K	1.71%	14
2018 Q1	$1.97M	Hold	78,327	–	–	1.59%	23
2017 Q4	$1.73M	Buy	+78,327	New	+$1.77M	1.47%	22

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Poehling Capital Management's FBIZ Position: Q2 2026 in Review

Poehling Capital Management reduced its First Business Financial Services (FBIZ) stake by 6.9% in Q2 2026, selling an estimated $102K and leaving 23,848 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #71.

Poehling Capital Management first reported a position in FBIZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.99M in Q3 2025. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Poehling Capital Management held 23,848 shares of First Business Financial Services worth $1.51M as of Q2 2026.
Poehling Capital Management sold 1,767 First Business Financial Services shares in Q2 2026, an estimated $102K.
First Business Financial Services made up 0.32% of Poehling Capital Management's portfolio in Q2 2026, its #71 holding.
Poehling Capital Management first reported a position in First Business Financial Services in Q4 2017 and has held it in 35 quarters since.
Poehling Capital Management's First Business Financial Services position peaked at $2.99M in Q3 2025.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.