SG Americas Securities’s First Business Financial Services FBIZ Stock Holding History

SG Americas Securities’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	–	Sell	-2,751	Closed	-$149K	–	3384
2025 Q4	$149K	Buy	+2,751	New	+$144K	﹤0.01%	3046
2025 Q2	–	Sell	-2,804	Closed	-$132K	–	3150
2025 Q1	$132K	Sell	2,804 -608	-18%	-$30K	﹤0.01%	2842
2024 Q4	$158K	Buy	3,412 +679	+25%	+$31.8K	﹤0.01%	2367
2024 Q3	$125K	Buy	+2,733	New	+$115K	﹤0.01%	2881
2024 Q2	–	Sell	-2,761	Closed	-$104K	–	2991
2024 Q1	$104K	Sell	2,761 -1,519	-35%	-$54.6K	﹤0.01%	2531
2023 Q4	$172K	Buy	4,280 +938	+28%	+$31.6K	﹤0.01%	2302
2023 Q3	$100K	Buy	+3,342	New	+$106K	﹤0.01%	2790
2023 Q2	–	Sell	-3,356	Closed	-$102K	–	2556
2023 Q1	$102K	Buy	+3,356	New	+$115K	﹤0.01%	2901
2019 Q3	–	Sell	-5,019	Closed	-$118K	–	3064
2019 Q2	$118K	Buy	+5,019	New	+$114K	﹤0.01%	2720
2018 Q2	–	Sell	-5,003	Closed	-$126K	–	3378
2018 Q1	$126K	Buy	+5,003	New	+$120K	﹤0.01%	2762
2014 Q3	–	Sell	-7,464	Closed	-$176K	–	2694
2014 Q2	$176K	Buy	+7,464	New	+$172K	﹤0.01%	2088

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

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

SG Americas Securities's FBIZ Position: Q1 2026 in Review

SG Americas Securities sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 2,751 shares — an estimated $149K sold.

SG Americas Securities first reported a position in FBIZ in Q2 2014 and held it in 11 quarters. The position peaked at $176K in Q2 2014. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

SG Americas Securities reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
SG Americas Securities sold 2,751 First Business Financial Services shares in Q1 2026, an estimated $149K.
SG Americas Securities first reported a position in First Business Financial Services in Q2 2014 and held it in 11 quarters.
SG Americas Securities's First Business Financial Services position peaked at $176K in Q2 2014.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.