SCM
FBIZ icon

Sterling Capital Management’s First Business Financial Services FBIZ Stock Holding History

Sterling 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
Q1 		$13.6K Sell
253
-180
-42% -$10K ﹤0.01% 2210
2025
Q4 		$23.5K Sell
433
-85
-16% -$4.45K ﹤0.01% 2139
2025
Q3 		$26.6K Buy
518
+316
+156% +$16.2K ﹤0.01% 2007
2025
Q2 		$10.2K Buy
202
+72
+55% +$3.45K ﹤0.01% 2120
2025
Q1 		$6.13K Sell
130
-111
-46% -$5.48K ﹤0.01% 2057
2024
Q4 		$11.2K Buy
241
+216
+864% +$10.1K ﹤0.01% 2113
2024
Q3 		$1.14K Buy
+25
New +$1.06K ﹤0.01% 2460

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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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

Sterling Capital Management's FBIZ Position: Q1 2026 in Review

Sterling Capital Management reduced its First Business Financial Services (FBIZ) stake by 42% in Q1 2026, selling an estimated $10K and leaving 253 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Sterling Capital Management first reported a position in FBIZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $26.6K in Q3 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Sterling Capital Management held 253 shares of First Business Financial Services worth $13.6K as of Q1 2026.
  • Sterling Capital Management sold 180 First Business Financial Services shares in Q1 2026, an estimated $10K.
  • First Business Financial Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2210 holding.
  • Sterling Capital Management first reported a position in First Business Financial Services in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's First Business Financial Services position peaked at $26.6K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.