Principal Financial Group
FBIZ icon

Principal Financial Group’s First Business Financial Services FBIZ Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-11,377
Closed -$618K – 2221
2025
Q4 		$618K Buy
11,377
+3,392
+42% +$177K ﹤0.01% 2029
2025
Q3 		$409K Buy
+7,985
New +$409K ﹤0.01% 2084

Other funds holding FBIZ

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Dimensional Fund Advisors
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FBFS
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Vanguard Capital Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.38T 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

Principal Financial Group's FBIZ Position: Q1 2026 in Review

Principal Financial Group sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 11,377 shares — an estimated $618K sold.

Principal Financial Group first reported a position in FBIZ in Q3 2025 and held it in 2 quarters. The position peaked at $618K in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Principal Financial Group reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 11,377 First Business Financial Services shares in Q1 2026, an estimated $618K.
  • Principal Financial Group first reported a position in First Business Financial Services in Q3 2025 and held it in 2 quarters.
  • Principal Financial Group's First Business Financial Services position peaked at $618K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.