FIRST BUSINESS FINANCIAL SERVICES, INC. FIS — FIDELITY NATIONAL INFORMATION

Ownership history in FIRST BUSINESS FINANCIAL SERVICES, INC.  ·  51 quarters on record

AI Ownership Summary

FIRST BUSINESS FINANCIAL SERVICES, INC. reported FIDELITY NATIONAL INFORMATION (FIS) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows FIS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST BUSINESS FINANCIAL SERVICES, INC.'s position in FIDELITY NATIONAL INFORMATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FIS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FIS stock page FIRST BUSINESS FINANCIAL SERVICES, INC. fund profile FIRST BUSINESS FINANCIAL SERVICES, INC. full holdings
How FIRST BUSINESS FINANCIAL SERVICES, INC. held FIS — position size vs. price
% of Fund (quarterly)    FIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 3,963 — 0% 0.02% $263K 2026-02-06 $50.91
2025 Q3 UNCHANGED — — — 3,963 — 0% 0.02% $261K 2025-10-30 $60.79
2025 Q2 UNCHANGED — — — 3,963 — 0% 0.03% $323K 2025-07-31 $76.92
2025 Q1 UNCHANGED — — — 3,963 — 0% 0.03% $296K 2025-05-02 $76.01
2024 Q4 REDUCED 7.3% -7.0% ✅ 3,963 -313 -7.3% 0.03% $320K 2025-02-06 $79.42
2024 Q3 REDUCED 19.1% -3.4% ✅ 4,276 -1,008 -19.1% 0.04% $358K 2024-11-06 $82.50
2024 Q2 UNCHANGED — — — 5,284 — 0% 0.04% $398K 2024-08-02 $70.66
2024 Q1 UNCHANGED — — — 5,284 — 0% 0.04% $317K 2024-05-06 $66.64
2023 Q4 REDUCED — — — 5,284 -230 -4.2% 0.04% $317K 2024-02-14 $58.94
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FIS

As of 2026 Q1 — sorted by position size

Global Assets Advisory, LLC 3Y 5.27% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 4.43% Sunriver Management LLC 3Y 7Y 4.35% Longview Partners (Guernsey) LTD 3Y 7Y 3.72% Tejara Capital Ltd 3Y 3.06% MIZUHO MARKETS AMERICAS LLC 3Y 3.05% GMT CAPITAL CORP 3Y 7Y 3.01% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.62% MANGROVE PARTNERS IM, LLC 3Y 7Y 2.5% Invenomic Capital Management LP 3Y 2.23%

FAQ About FIRST BUSINESS FINANCIAL SERVICES, INC. and FIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST BUSINESS FINANCIAL SERVICES, INC. reported owning FIS?

FIRST BUSINESS FINANCIAL SERVICES, INC. reported FIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FIS position in FIRST BUSINESS FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for FIS was 0.04% in 2024 Q2.

What is the latest reported FIS position on this page?

The most recent filing on this page is 2025 Q4, when FIRST BUSINESS FINANCIAL SERVICES, INC. reported 3,963 shares, equal to 0.02% of portfolio, with an estimated market value of $263K.

What does the chart on this FIS ownership page compare?

The chart compares FIRST BUSINESS FINANCIAL SERVICES, INC.'s quarterly FIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST BUSINESS FINANCIAL SERVICES, INC. time their FIS position?

Based on 13F filing dates vs. subsequent FIS price moves, FIRST BUSINESS FINANCIAL SERVICES, INC. correctly timed 16 out of 25 reported position changes (64%). The annualised alpha on FIS relative to SPY over the holding period was -10.0%.

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