R Squared’s First Business Financial Services FBIZ Stock Holding History

R Squared’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	–	Sell	-8,259	Closed	-$445K	–	586
2026 Q1	$445K	Buy	8,259 +1,091	+15%	+$60.6K	0.24%	108
2025 Q4	$389K	Buy	+7,168	New	+$375K	0.18%	172
2025 Q3	–	Sell	-5,421	Closed	-$275K	–	608
2025 Q2	$275K	Buy	+5,421	New	+$260K	0.15%	236
2025 Q1	–	Sell	-1,060	Closed	-$49.1K	–	688
2024 Q4	$49.1K	Buy	+1,060	New	+$49.6K	0.05%	502

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 $3.37T AUM 44.26% 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

R Squared's FBIZ Position: Q2 2026 in Review

R Squared sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 8,259 shares — an estimated $445K sold.

R Squared first reported a position in FBIZ in Q4 2024 and held it in 4 quarters. The position peaked at $445K in Q1 2026. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

R Squared reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
R Squared sold 8,259 First Business Financial Services shares in Q2 2026, an estimated $445K.
R Squared first reported a position in First Business Financial Services in Q4 2024 and held it in 4 quarters.
R Squared's First Business Financial Services position peaked at $445K in Q1 2026.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.