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

Zacks 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
2025 Q4	–	Sell	-9,727	Closed	-$499K	–	759
2025 Q3	$499K	Hold	9,727	–	–	﹤0.01%	494
2025 Q2	$493K	Sell	9,727 -210	-2%	-$10.1K	﹤0.01%	483
2025 Q1	$469K	Buy	+9,937	New	+$490K	﹤0.01%	494
2018 Q3	–	Sell	-12,104	Closed	-$315K	–	550
2018 Q2	$315K	Buy	+12,104	New	+$313K	0.01%	482

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Zacks Investment Management's FBIZ Position: Q4 2025 in Review

Zacks Investment Management sold out of First Business Financial Services (FBIZ) in Q4 2025, closing a stake of 9,727 shares — an estimated $499K sold.

Zacks Investment Management first reported a position in FBIZ in Q2 2018 and held it in 4 quarters. The position peaked at $499K in Q3 2025. 139 funds tracked by Wall St. Rank hold FBIZ as of Q4 2025.

Zacks Investment Management reported no remaining First Business Financial Services position as of Q4 2025 after selling out during the quarter.
Zacks Investment Management sold 9,727 First Business Financial Services shares in Q4 2025, an estimated $499K.
Zacks Investment Management first reported a position in First Business Financial Services in Q2 2018 and held it in 4 quarters.
Zacks Investment Management's First Business Financial Services position peaked at $499K in Q3 2025.
139 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.