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Royce & Associates’s First Business Financial Services FBIZ Stock Holding History

Royce & Associates’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
2020
Q3 		– Sell
-2,025
Closed -$33K – 1046
2020
Q2 		$33K Buy
+2,025
New +$31.7K ﹤0.01% 1084

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.29B AUM 27.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royce & Associates's FBIZ Position: Q3 2020 in Review

Royce & Associates sold out of First Business Financial Services (FBIZ) in Q3 2020, closing a stake of 2,025 shares — an estimated $33K sold.

Royce & Associates first reported a position in FBIZ in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 73 funds tracked by Wall St. Rank hold FBIZ as of Q3 2020.

  • Royce & Associates reported no remaining First Business Financial Services position as of Q3 2020 after selling out during the quarter.
  • Royce & Associates sold 2,025 First Business Financial Services shares in Q3 2020, an estimated $33K.
  • Royce & Associates first reported a position in First Business Financial Services in Q2 2020 and held it in 1 quarter.
  • Royce & Associates's First Business Financial Services position peaked at $33K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2020.

Based on Royce & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.