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First Business Financial Services shares owned by Vista Investment Management

Quarter-by-quarter ownership of First Business Financial Services (FBIZ) shares owned by Vista Investment Management from 13F filings

Historical chart of Vista Investment Management investment in First Business Financial Services

Tip: Access up to 7 years of quarterly data

All positions including First Business Financial Services held by Vista Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Business Financial Services by Vista Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 52k 51.26
2025-06-30 $2.7M 54k 50.66
2025-03-31 $2.5M 54k 47.15
2024-12-31 $2.6M 55k 46.29
2024-09-30 $2.6M 58k 45.59
2024-06-30 $2.1M 57k 36.99
2024-03-31 $2.1M 56k 37.50
2023-12-31 $2.1M 52k 40.10
2023-09-30 $1.6M 52k 30.01
2023-06-30 $1.5M 52k 29.49
2023-03-31 $1.5M 49k 30.51
2022-12-31 $1.7M 47k 36.55
2022-09-30 $1.5M 47k 32.31
2022-06-30 $1.4M 46k 31.19
2022-03-31 $1.5M 46k 32.80
2021-12-31 $1.3M 46k 29.16
2021-09-30 $1.3M 44k 28.71
2021-06-30 $1.2M 44k 27.06
2021-03-31 $1.1M 44k 24.74
2020-12-31 $839k 46k 18.40
2020-09-30 $692k 48k 14.29
2020-06-30 $799k 49k 16.45
2020-03-31 $763k 49k 15.50
2019-12-31 $1.3M 49k 26.33
2019-09-30 $1.2M 49k 24.08
2019-06-30 $1.1M 48k 23.49
2019-03-31 $945k 47k 20.03
2018-12-31 $921k 47k 19.52
2018-09-30 $1.1M 48k 23.19
2018-06-30 $1.3M 48k 26.00
2018-03-31 $1.2M 49k 25.15
2017-12-31 $1.1M 49k 22.12

More positions owned by Vista Investment Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vaneck Etf Trust Ig Floating Rate (FLTR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Largecap Fund (EPS)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Vista Investment Management

Top funds holding First Business Financial Services

BlackRock
Dimensional Fund Advisors
Vanguard Group
First Business Financial Services
Manufacturers Life Insurance Company
Geode Capital Management
American Century Companies
Banc Funds Company
State Street Corporation
Cutler Capital Management
Pacific Ridge Capital Partners
Renaissance Technologies
LSV Asset Management
De Lisle Partners
Hillsdale Investment Management

View all funds holding First Business Financial Services