VIM
FBIZ icon

Vista Investment Management’s First Business Financial Services FBIZ Stock Holding History

Vista Investment Management’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 		$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

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 $1.12B AUM 22.16% 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

Vista Investment Management's FBIZ Position: Q1 2026 in Review

Vista Investment Management increased its First Business Financial Services (FBIZ) stake by 0.06% in Q1 2026, buying an estimated $1.83K and bringing the position to 52,770 shares worth $2.85M. The position accounts for 0.95% of the portfolio, ranked #32.

Vista Investment Management first reported a position in FBIZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.86M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Vista Investment Management held 52,770 shares of First Business Financial Services worth $2.85M as of Q1 2026.
  • Vista Investment Management bought 33 First Business Financial Services shares in Q1 2026, an estimated $1.83K.
  • First Business Financial Services made up 0.95% of Vista Investment Management's portfolio in Q1 2026, its #32 holding.
  • Vista Investment Management first reported a position in First Business Financial Services in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's First Business Financial Services position peaked at $2.86M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.