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
Q2 		$24.8K Sell
392
-132
-25% -$7.64K ﹤0.01% 3670
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

Other funds holding FBIZ

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rockefeller Capital Management's FBIZ Position: Q2 2026 in Review

Rockefeller Capital Management reduced its First Business Financial Services (FBIZ) stake by 25% in Q2 2026, selling an estimated $7.64K and leaving 392 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Rockefeller Capital Management first reported a position in FBIZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.3K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Rockefeller Capital Management held 392 shares of First Business Financial Services worth $24.8K as of Q2 2026.
  • Rockefeller Capital Management sold 132 First Business Financial Services shares in Q2 2026, an estimated $7.64K.
  • First Business Financial Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3670 holding.
  • Rockefeller Capital Management first reported a position in First Business Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's First Business Financial Services position peaked at $28.3K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.