Riverwater Partners’s First Business Financial Services FBIZ Stock Holding History

Riverwater Partners’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
2025 Q1	–	Sell	-9,084	Closed	-$421K	–	213
2024 Q4	$421K	Sell	9,084 -3,160	-26%	-$148K	0.2%	117
2024 Q3	$525K	Sell	12,244 -651	-5%	-$27.5K	0.26%	103
2024 Q2	$477K	Sell	12,895 -1,380	-10%	-$47.4K	0.35%	82
2024 Q1	$535K	Sell	14,275 -215	-1%	-$7.74K	0.39%	73
2023 Q4	$581K	Buy	14,490 +382	+3%	+$12.9K	0.46%	60
2023 Q3	$423K	Buy	14,108 +6,641	+89%	+$210K	0.38%	81
2023 Q2	$220K	Hold	7,467	–	–	0.2%	166
2023 Q1	$228K	Hold	7,467	–	–	0.21%	160
2022 Q4	$273K	Hold	7,467	–	–	0.23%	140
2022 Q3	$241K	Sell	7,467 -4,837	-39%	-$161K	0.24%	143
2022 Q2	$384K	Buy	12,304 +9	+0.1%	+$300	0.39%	84
2022 Q1	$403K	Hold	12,295	–	–	0.66%	67
2021 Q4	$359K	Buy	+12,295	New	+$360K	0.32%	114

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Riverwater Partners's FBIZ Position: Q1 2025 in Review

Riverwater Partners sold out of First Business Financial Services (FBIZ) in Q1 2025, closing a stake of 9,084 shares — an estimated $421K sold.

Riverwater Partners first reported a position in FBIZ in Q4 2021 and held it in 13 quarters. The position peaked at $581K in Q4 2023. 116 funds tracked by Wall St. Rank hold FBIZ as of Q1 2025.

Riverwater Partners reported no remaining First Business Financial Services position as of Q1 2025 after selling out during the quarter.
Riverwater Partners sold 9,084 First Business Financial Services shares in Q1 2025, an estimated $421K.
Riverwater Partners first reported a position in First Business Financial Services in Q4 2021 and held it in 13 quarters.
Riverwater Partners's First Business Financial Services position peaked at $581K in Q4 2023.
116 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.