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

Richardson 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
2024
Q1 		– Sell
-400
Closed -$16K – 153
2023
Q4 		$16K Buy
+400
New +$13.5K 0.02% 89

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Richardson Capital Management's FBIZ Position: Q1 2024 in Review

Richardson Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2024, closing a stake of 400 shares — an estimated $16K sold.

Richardson Capital Management first reported a position in FBIZ in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 84 funds tracked by Wall St. Rank hold FBIZ as of Q1 2024.

  • Richardson Capital Management reported no remaining First Business Financial Services position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 400 First Business Financial Services shares in Q1 2024, an estimated $16K.
  • Richardson Capital Management first reported a position in First Business Financial Services in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's First Business Financial Services position peaked at $16K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.