VIA
FBIZ icon

Virtus Investment Advisers’s First Business Financial Services FBIZ Stock Holding History

Virtus Investment Advisers’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
2025
Q1 		– Sell
-2,050
Closed -$94.9K – 545
2024
Q4 		$94.9K Buy
+2,050
New +$96K 0.07% 266

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Virtus Investment Advisers's FBIZ Position: Q1 2025 in Review

Virtus Investment Advisers sold out of First Business Financial Services (FBIZ) in Q1 2025, closing a stake of 2,050 shares — an estimated $94.9K sold.

Virtus Investment Advisers first reported a position in FBIZ in Q4 2024 and held it in 1 quarter. The position peaked at $94.9K in Q4 2024. 116 funds tracked by Wall St. Rank hold FBIZ as of Q1 2025.

  • Virtus Investment Advisers reported no remaining First Business Financial Services position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,050 First Business Financial Services shares in Q1 2025, an estimated $94.9K.
  • Virtus Investment Advisers first reported a position in First Business Financial Services in Q4 2024 and held it in 1 quarter.
  • Virtus Investment Advisers's First Business Financial Services position peaked at $94.9K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.