Trexquant Investment’s First Business Financial Services FBIZ Stock Holding History

Trexquant Investment’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	$759K	Buy	14,065 +1,705	+14%	+$94.8K	0.01%	1321
2025 Q4	$671K	Buy	+12,360	New	+$646K	0.01%	1281
2024 Q4	–	Sell	-8,256	Closed	-$376K	–	1643
2024 Q3	$376K	Buy	8,256 +1,233	+18%	+$52.1K	﹤0.01%	1306
2024 Q2	$260K	Buy	+7,023	New	+$241K	﹤0.01%	1395
2022 Q4	–	Sell	-7,635	Closed	-$247K	–	1476
2022 Q3	$247K	Sell	7,635 -6,300	-45%	-$209K	0.01%	1112
2022 Q2	$435K	Buy	+13,935	New	+$465K	0.02%	908
2021 Q4	–	Sell	-8,157	Closed	-$234K	–	1396
2021 Q3	$234K	Buy	+8,157	New	+$225K	0.02%	877

Other funds holding FBIZ

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

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