Vista Investment Management’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.31M | Sell |
52,349
-421
| -0.8% | -$24.4K | 0.99% | 30 |
|
|
2026
Q1 | $2.85M | Buy |
52,770
+33
| +0.1% | +$1.83K | 0.95% | 32 |
|
|
2025
Q4 | $2.86M | Buy |
52,737
+409
| +0.8% | +$21.4K | 0.94% | 32 |
|
|
2025
Q3 | $2.68M | Sell |
52,328
-1,123
| -2% | -$57.5K | 0.94% | 35 |
|
|
2025
Q2 | $2.71M | Sell |
53,451
-285
| -0.5% | -$13.7K | 1% | 29 |
|
|
2025
Q1 | $2.53M | Sell |
53,736
-1,626
| -3% | -$80.3K | 0.99% | 26 |
|
|
2024
Q4 | $2.56M | Sell |
55,362
-2,219
| -4% | -$104K | 0.97% | 30 |
|
|
2024
Q3 | $2.63M | Buy |
57,581
+355
| +0.6% | +$15K | 0.99% | 31 |
|
|
2024
Q2 | $2.12M | Buy |
57,226
+1,092
| +2% | +$37.5K | 0.86% | 36 |
|
|
2024
Q1 | $2.11M | Buy |
56,134
+3,724
| +7% | +$134K | 0.86% | 33 |
|
|
2023
Q4 | $2.1M | Buy |
52,410
+301
| +0.6% | +$10.1K | 0.98% | 29 |
|
|
2023
Q3 | $1.56M | Sell |
52,109
-123
| -0.2% | -$3.88K | 0.82% | 37 |
|
|
2023
Q2 | $1.54M | Buy |
52,232
+2,922
| +6% | +$82.8K | 0.78% | 43 |
|
|
2023
Q1 | $1.5M | Buy |
49,310
+1,936
| +4% | +$66.3K | 0.8% | 40 |
|
|
2022
Q4 | $1.73M | Buy |
47,374
+27
| +0.1% | +$993 | 0.99% | 28 |
|
|
2022
Q3 | $1.53M | Buy |
47,347
+1,337
| +3% | +$44.4K | 0.94% | 29 |
|
|
2022
Q2 | $1.44M | Sell |
46,010
-144
| -0.3% | -$4.81K | 0.87% | 33 |
|
|
2022
Q1 | $1.51M | Buy |
46,154
+64
| +0.1% | +$2.06K | 0.83% | 37 |
|
|
2021
Q4 | $1.34M | Buy |
46,090
+2,381
| +5% | +$69.6K | 0.73% | 45 |
|
|
2021
Q3 | $1.25M | Sell |
43,709
-263
| -0.6% | -$7.27K | 0.74% | 49 |
|
|
2021
Q2 | $1.19M | Buy |
43,972
+71
| +0.2% | +$1.87K | 0.7% | 49 |
|
|
2021
Q1 | $1.09M | Sell |
43,901
-1,692
| -4% | -$38K | 0.68% | 51 |
|
|
2020
Q4 | $839K | Sell |
45,593
-2,821
| -6% | -$51K | 0.56% | 60 |
|
|
2020
Q3 | $692K | Sell |
48,414
-149
| -0.3% | -$2.31K | 0.53% | 63 |
|
|
2020
Q2 | $799K | Sell |
48,563
-677
| -1% | -$10.6K | 0.69% | 49 |
|
|
2020
Q1 | $763K | Buy |
49,240
+16
| +0% | +$365 | 0.78% | 43 |
|
|
2019
Q4 | $1.3M | Sell |
49,224
-23
| -0% | -$570 | 0.97% | 36 |
|
|
2019
Q3 | $1.19M | Buy |
49,247
+1,661
| +3% | +$39.1K | 0.98% | 35 |
|
|
2019
Q2 | $1.12M | Buy |
47,586
+400
| +0.8% | +$9.08K | 0.95% | 36 |
|
|
2019
Q1 | $945K | Sell |
47,186
-7
| -0% | -$148 | 0.83% | 39 |
|
|
2018
Q4 | $921K | Sell |
47,193
-1,106
| -2% | -$22.9K | 0.95% | 37 |
|
|
2018
Q3 | $1.12M | Hold |
48,299
| – | – | 0.99% | 34 |
|
|
2018
Q2 | $1.26M | Sell |
48,299
-250
| -0.5% | -$6.46K | 1.23% | 23 |
|
|
2018
Q1 | $1.22M | Hold |
48,549
| – | – | 1.28% | 24 |
|
|
2017
Q4 | $1.07M | Buy |
+48,549
| New | +$1.1M | 1.12% | 28 |
|
Other funds holding FBIZ
FBFS
BFC
CCM
Vista Investment Management's FBIZ Position: Q2 2026 in Review
Vista Investment Management reduced its First Business Financial Services (FBIZ) stake by 0.8% in Q2 2026, selling an estimated $24.4K and leaving 52,349 shares worth $3.31M. The position accounts for 0.99% of the portfolio, ranked #30.
Vista Investment Management first reported a position in FBIZ in Q4 2017 and has held it in 35 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.
- Vista Investment Management held 52,349 shares of First Business Financial Services worth $3.31M as of Q2 2026.
- Vista Investment Management sold 421 First Business Financial Services shares in Q2 2026, an estimated $24.4K.
- First Business Financial Services made up 0.99% of Vista Investment Management's portfolio in Q2 2026, its #30 holding.
- Vista Investment Management first reported a position in First Business Financial Services in Q4 2017 and has held it in 35 quarters since.
- 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.