Simplex Trading’s First Business Financial Services FBIZ Stock Holding History

Simplex Trading’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
2021 Q2	–	Sell	-2	Closed	-$4K	–	10211
2021 Q1	$4K	Buy	+2	New	+$45	﹤0.01%	8263

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Simplex Trading's FBIZ Position: Q2 2026 in Review

Simplex Trading sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 29 shares — an estimated $1.56K sold.

Simplex Trading first reported a position in FBIZ in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2025. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Simplex Trading reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 29 First Business Financial Services shares in Q2 2026, an estimated $1.56K.
Simplex Trading first reported a position in First Business Financial Services in Q1 2021 and held it in 4 quarters.
Simplex Trading's First Business Financial Services position peaked at $4K in Q1 2025.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.