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Segall Bryant & Hamill’s First Business Financial Services FBIZ Stock Holding History

Segall Bryant & Hamill’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
Q4 		– Sell
-36,345
Closed -$1.66M – 595
2024
Q3 		$1.66M Buy
+36,345
New +$1.54M 0.02% 462

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Segall Bryant & Hamill's FBIZ Position: Q4 2024 in Review

Segall Bryant & Hamill sold out of First Business Financial Services (FBIZ) in Q4 2024, closing a stake of 36,345 shares — an estimated $1.66M sold.

Segall Bryant & Hamill first reported a position in FBIZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.66M in Q3 2024. 104 funds tracked by Wall St. Rank hold FBIZ as of Q4 2024.

  • Segall Bryant & Hamill reported no remaining First Business Financial Services position as of Q4 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 36,345 First Business Financial Services shares in Q4 2024, an estimated $1.66M.
  • Segall Bryant & Hamill first reported a position in First Business Financial Services in Q3 2024 and held it in 1 quarter.
  • Segall Bryant & Hamill's First Business Financial Services position peaked at $1.66M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2024.

Based on Segall Bryant & Hamill's 13F filing for Q4 2024, filed 11 Feb 2025.