Stifel Financial’s First Business Financial Services FBIZ Stock Holding History

Stifel Financial’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	$1.25M	Buy	23,190 +155	+0.7%	+$8.61K	﹤0.01%	2293
2025 Q4	$1.25M	Buy	23,035 +272	+1%	+$14.2K	﹤0.01%	2290
2025 Q3	$1.17M	Buy	+22,763	New	+$1.16M	﹤0.01%	2299
2016 Q3	–	Sell	-23,878	Closed	-$560K	–	2425
2016 Q2	$560K	Sell	23,878 -2,425	-9%	-$58.7K	﹤0.01%	1690
2016 Q1	$603K	Sell	26,303 -847	-3%	-$18.9K	﹤0.01%	1481
2015 Q4	$679K	Buy	27,150 +5,500	+25%	+$137K	﹤0.01%	1484
2015 Q3	$509K	Sell	21,650 -2,984	-12%	-$67.4K	﹤0.01%	1542
2015 Q2	$578K	Sell	24,634 -5,562	-18%	-$125K	﹤0.01%	1616
2015 Q1	$653K	Sell	30,196 -4,698	-13%	-$107K	﹤0.01%	1485
2014 Q4	$835K	Buy	34,894 +1,418	+4%	+$32K	﹤0.01%	1360
2014 Q3	$735K	Buy	33,476 +5,762	+21%	+$130K	0.01%	1308
2014 Q2	$651K	Sell	27,714 -1,174	-4%	-$27.1K	0.01%	1341
2014 Q1	$680K	Buy	+28,888	New	+$609K	0.01%	1256

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

Stifel Financial's FBIZ Position: Q1 2026 in Review

Stifel Financial increased its First Business Financial Services (FBIZ) stake by 0.67% in Q1 2026, buying an estimated $8.61K and bringing the position to 23,190 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Stifel Financial first reported a position in FBIZ in Q1 2014 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Stifel Financial held 23,190 shares of First Business Financial Services worth $1.25M as of Q1 2026.
Stifel Financial bought 155 First Business Financial Services shares in Q1 2026, an estimated $8.61K.
First Business Financial Services made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2293 holding.
Stifel Financial first reported a position in First Business Financial Services in Q1 2014 and has held it in 13 quarters since.
Stifel Financial's First Business Financial Services position peaked at $1.25M in Q4 2025.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.