Prudential Financial’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 | $389K | Buy |
7,220
+760
| +12% | +$42.2K | ﹤0.01% | 1946 |
|
|
2025
Q4 | $351K | Sell |
6,460
-1,330
| -17% | -$69.6K | ﹤0.01% | 1936 |
|
|
2025
Q3 | $399K | Buy |
7,790
+40
| +0.5% | +$2.05K | ﹤0.01% | 2019 |
|
|
2025
Q2 | $393K | Sell |
7,750
-504
| -6% | -$24.2K | ﹤0.01% | 2018 |
|
|
2025
Q1 | $389K | Buy |
+8,254
| New | +$407K | ﹤0.01% | 1920 |
|
|
2021
Q2 | – | Sell |
-25,188
| Closed | -$623K | – | 2581 |
|
|
2021
Q1 | $623K | Sell |
25,188
-20
| -0.1% | -$450 | ﹤0.01% | 2045 |
|
|
2020
Q4 | $464K | Hold |
25,208
| – | – | ﹤0.01% | 2091 |
|
|
2020
Q3 | $360K | Sell |
25,208
-214
| -0.8% | -$3.32K | ﹤0.01% | 2087 |
|
|
2020
Q2 | $418K | Buy |
25,422
+92
| +0.4% | +$1.44K | ﹤0.01% | 1986 |
|
|
2020
Q1 | $393K | Sell |
25,330
-300
| -1% | -$6.85K | ﹤0.01% | 1983 |
|
|
2019
Q4 | $675K | Sell |
25,630
-800
| -3% | -$19.8K | ﹤0.01% | 1982 |
|
|
2019
Q3 | $636K | Buy |
26,430
+1,168
| +5% | +$27.5K | ﹤0.01% | 1985 |
|
|
2019
Q2 | $594K | Buy |
25,262
+400
| +2% | +$9.08K | ﹤0.01% | 2035 |
|
|
2019
Q1 | $498K | Buy |
24,862
+832
| +3% | +$17.6K | ﹤0.01% | 2086 |
|
|
2018
Q4 | $469K | Buy |
24,030
+890
| +4% | +$18.4K | ﹤0.01% | 2018 |
|
|
2018
Q3 | $536K | Buy |
23,140
+490
| +2% | +$11.5K | ﹤0.01% | 2031 |
|
|
2018
Q2 | $589K | Buy |
22,650
+2,430
| +12% | +$62.8K | ﹤0.01% | 2017 |
|
|
2018
Q1 | $509K | Hold |
20,220
| – | – | ﹤0.01% | 2013 |
|
|
2017
Q4 | $447K | Buy |
20,220
+500
| +3% | +$11.3K | ﹤0.01% | 2045 |
|
|
2017
Q3 | $449K | Buy |
19,720
+850
| +5% | +$18.6K | ﹤0.01% | 2037 |
|
|
2017
Q2 | $436K | Buy |
18,870
+1,800
| +11% | +$44.1K | ﹤0.01% | 2061 |
|
|
2017
Q1 | $443K | Sell |
17,070
-300
| -2% | -$7.46K | ﹤0.01% | 2056 |
|
|
2016
Q4 | $412K | Buy |
17,370
+5,000
| +40% | +$111K | ﹤0.01% | 2073 |
|
|
2016
Q3 | $290K | Buy |
12,370
+2,070
| +20% | +$47.9K | ﹤0.01% | 2143 |
|
|
2016
Q2 | $242K | Sell |
10,300
-2,600
| -20% | -$62.9K | ﹤0.01% | 2158 |
|
|
2016
Q1 | $296K | Hold |
12,900
| – | – | ﹤0.01% | 2114 |
|
|
2015
Q4 | $323K | Buy |
+12,900
| New | +$322K | ﹤0.01% | 2057 |
|
Other funds holding FBIZ
FBFS
VCM
BFC
CCM