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Jim Simons's First Business Financial Services, Inc. (FBIZ) position

Yes: as of Q1 2026, Jim Simons holds 122K shares of FBIZ worth an amount we cannot price (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
an amount we cannot price
Shares held
122K
% of portfolio
0.0%
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

FBIZ price vs Simons's position

Dates
$65.5$66$66.5$67$67.5← Earlier —6 purchases, 14 sells
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −6K −4.5% 122K May 14, 2026
Q4 2025 Reduced −13K −9.4% 128K Feb 12, 2026
Q3 2025 Reduced −9K −6.0% 142K Nov 13, 2025
Q2 2025 Added +8K +5.9% 151K Aug 13, 2025
Q1 2025 Reduced −6K −3.8% 142K May 14, 2025
Q4 2024 Reduced −14K −8.6% 148K Feb 13, 2025
Q3 2024 Added +8K +5.2% 162K Nov 13, 2024
Q2 2024 Added +300 +0.2% 154K Aug 9, 2024
Q1 2024 Added +1K +0.9% 153K May 13, 2024
Q4 2023 Reduced −888 −0.6% 152K Feb 13, 2024
Q3 2023 Reduced −2K −1.0% 153K Nov 14, 2023
Q2 2023 Reduced −16K −9.4% 154K Aug 11, 2023
Q1 2023 Reduced −4K −2.5% 170K May 12, 2023
Q4 2022 Added +6K +3.5% 175K Feb 13, 2023
Q3 2022 Reduced −37K −18.0% 169K Nov 14, 2022
Q2 2022 Reduced −10K −4.5% 206K Aug 12, 2022
Q1 2022 Reduced −11K −4.8% 216K May 13, 2022
Q4 2021 Reduced −21K −8.4% 226K Feb 11, 2022
Q3 2021 Reduced −23K −8.5% 247K Nov 12, 2021
Q2 2021 Added +49K +22.0% 270K Aug 13, 2021
Q1 2021 First covered 221K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

More Simons positions

Common questions

Does Jim Simons own FBIZ?

Yes. As of Q1 2026, Jim Simons disclosed 122K shares of FBIZ, worth an amount we cannot price. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy FBIZ?

Jim Simons held FBIZ since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell FBIZ?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in FBIZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of FBIZ does Jim Simons own?

Jim Simons disclosed 122K shares of FBIZ as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for FBIZ?

Jim Simons began building the FBIZ position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.