FBIZ — FIRST BUS FINL SVCS INC WIS

Ownership history in Fourthstone LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Fourthstone LLC reported a position in FIRST BUS FINL SVCS INC WIS (FBIZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.32% (2021 Q4)
Avg. % of fund
1.13%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,131 -18,108 -59.9% 0.11% $622K $50.67
2024 Q4 ADDED 30,239 +21,715 +254.8% 0.27% $1.4M $44.96
2024 Q3 REDUCED 8,524 -161,092 -95.0% 0.09% $389K $44.06
2022 Q1 REDUCED 169,616 -41,437 -19.6% 2.22% $5.6M $29.67
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FBIZ price (monthly, adj. close)

Other funds also holding FBIZ

As of 2025 Q4 — sorted by position size

Cutler Capital Management, LLC 3Y 7Y 2.43% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 2.26% FIRST BUSINESS FINANCIAL SERVICES, INC. 3Y 7Y 1.8% Pacific Ridge Capital Partners, LLC 3Y 7Y 1.67% VISTA INVESTMENT MANAGEMENT 3Y 7Y 0.94% M3F, Inc. 3Y 7Y 0.88% De Lisle Partners LLP 0.68% Poehling Capital Management, INC. 3Y 7Y 0.58% Uncommon Cents Investing LLC 3Y 7Y 0.46% Gator Capital Management, LLC 3Y 7Y 0.26%
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