Rockefeller Capital Management
FBIZ icon

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

Rockefeller 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
2026
Q1 		$28.3K Buy
524
+132
+34% +$7.34K ﹤0.01% 3554
2025
Q4 		$21.3K Hold
392
– – ﹤0.01% 3491
2025
Q3 		$20.1K Buy
+392
New +$20.1K ﹤0.01% 3349

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FBFS
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VCM
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Manulife (Manufacturers Life Insurance)
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Rockefeller Capital Management's FBIZ Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Business Financial Services (FBIZ) stake by 34% in Q1 2026, buying an estimated $7.34K and bringing the position to 524 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Rockefeller Capital Management first reported a position in FBIZ in Q3 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Rockefeller Capital Management held 524 shares of First Business Financial Services worth $28.3K as of Q1 2026.
  • Rockefeller Capital Management bought 132 First Business Financial Services shares in Q1 2026, an estimated $7.34K.
  • First Business Financial Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3554 holding.
  • Rockefeller Capital Management first reported a position in First Business Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.