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FIRST BUSINESS FINANCIAL SERVICES, INC. hedge fund holdings

FBIZNASDAQ
$70.93+1.44 (+2.07%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FBIZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+42.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253933$14.3M$10.7M107Aug 14, 2025
Q3 20255428$20.6M$19.2M124Nov 14, 2025
Q4 20254631$13.3M$12.4M133Feb 14, 2026
Q1 20265029$14.4M$11.2M139May 15, 2026
Q2 20266031$25.7M$11.8M136Aug 14, 2026

Quarterly action breakdown

Q2 2026
136 filers
New position
12
$2.22M+35.2K sh
Increased
48
$23.5M+372K sh
Reduced
24
-$7.91M-125K sh
Out / sold
7
-$3.85M-60.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Business Financial Services, Inc.Reduce 5.85%-$1.33M$21.5M1.67%Jul 28, 2026
Integrated Quantitative Investments LLCReduce 75.00%-$740K$247K0.04%Aug 14, 2026
Quantinno Capital Management LPAdded 70.10%+$592K$1.44M0.00%Aug 13, 2026
R Squared LtdSell 100%-$445K$00.00%Aug 5, 2026
Gator Capital Management, LLCReduce 28.13%-$441K$1.13M0.24%Aug 13, 2026
Sequoia Financial Advisors, LLCNew Buy+$255K$255K0.00%Jul 17, 2026
Atlatl Advisers LLCNew Buy+$234K$234K0.06%Jul 22, 2026
Susquehanna Portfolio Strategies, LLCNew Buy+$216K$216K0.00%Aug 14, 2026
Evergreen Capital Management LLCNew Buy+$205K$205K0.00%Jul 23, 2026
Empowered Funds, LLCAdded 7.56%+$201K$2.85M0.02%Aug 17, 2026
Banc Funds Co LLCReduce 1.80%-$190K$10.3M1.70%Aug 13, 2026
LSV Asset ManagementReduce 1.81%-$164K$8.91M0.02%Aug 6, 2026
Poehling Capital Management, INC.Reduce 6.90%-$112K$1.51M0.32%Jul 20, 2026
First Trust Advisors LPAdded 4.38%+$81.3K$1.94M0.00%Aug 11, 2026
Daytona Street Capital LLCReduce 3.79%-$73.9K$1.88M1.37%Aug 3, 2026
Pacific Ridge Capital Partners, LLCReduce 0.77%-$68.5K$8.83M1.60%Aug 12, 2026
Kennedy Capital Management LLCReduce 3.94%-$63K$1.53M0.03%Aug 14, 2026
Vista Investment ManagementReduce 0.80%-$26.6K$3.31M0.99%Aug 12, 2026
Cutler Capital Management, LLCReduce 0.16%-$15.4K$9.75M2.53%Aug 14, 2026
Harbor Capital Advisors, Inc.Added 5.45%+$8.02K$155K0.01%Aug 7, 2026
Uncommon Cents Investing LLCReduce 0.37%-$7.9K$2.14M0.46%Jul 20, 2026
1834 Investment Advisors CoAdded 0.61%+$2.59K$430K0.05%Jul 30, 2026
Beese Fulmer Investment Management, Inc.Added 0.79%+$2.4K$305K0.02%Jul 29, 2026
Silver Grove Financial Group, Inc.New Buy+$2.27K$2.27K0.00%Aug 13, 2026

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