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

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Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return