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Susquehanna Portfolio Strategies’s First Business Financial Services FBIZ Stock Holding History

Susquehanna Portfolio Strategies’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
-3,720
Closed -$202K – 1021
2025
Q4 		$202K Sell
3,720
-1,681
-31% -$87.9K ﹤0.01% 950
2025
Q3 		$277K Buy
+5,401
New +$276K ﹤0.01% 931

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 $1.29B AUM 27.28% 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

Susquehanna Portfolio Strategies's FBIZ Position: Q1 2026 in Review

Susquehanna Portfolio Strategies sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 3,720 shares — an estimated $202K sold.

Susquehanna Portfolio Strategies first reported a position in FBIZ in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q3 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Susquehanna Portfolio Strategies reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 3,720 First Business Financial Services shares in Q1 2026, an estimated $202K.
  • Susquehanna Portfolio Strategies first reported a position in First Business Financial Services in Q3 2025 and held it in 2 quarters.
  • Susquehanna Portfolio Strategies's First Business Financial Services position peaked at $277K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.