1834 INVESTMENT ADVISORS CO FBIZ — FIRST BUS FINL SVCS INC

Ownership history in 1834 INVESTMENT ADVISORS CO  ·  32 quarters on record

AI Ownership Summary

1834 INVESTMENT ADVISORS CO reported FIRST BUS FINL SVCS INC (FBIZ) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows FBIZ at 0.05% 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 FBIZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1834 INVESTMENT ADVISORS CO's position in FIRST BUS FINL SVCS INC, 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
2026 Q2

FBIZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

FBIZ stock page 1834 INVESTMENT ADVISORS CO fund profile 1834 INVESTMENT ADVISORS CO full holdings
How 1834 INVESTMENT ADVISORS CO held FBIZ — position size vs. price
% of Fund (quarterly)    FBIZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,813 +41 +0.6% 0.05% $430K 2026-07-30 $66.94
2026 Q1 ADDED — — — 6,772 +42 +0.6% 0.05% $365K 2026-05-14 $54.62
2025 Q4 ADDED — — — 6,730 +36 +0.5% 0.05% $365K 2026-01-29 $56.15
2025 Q3 ADDED — — — 6,694 +38 +0.6% 0.04% $343K 2025-10-31 $49.49
2025 Q2 ADDED — — — 6,656 +39 +0.6% 0.04% $337K 2025-07-16 $51.80
2025 Q1 ADDED — — — 6,617 +36 +0.5% 0.04% $312K 2025-05-09 $46.24
2024 Q4 ADDED — — — 6,581 +34 +0.5% 0.04% $305K 2025-01-21 $45.12
2024 Q3 ADDED — — — 6,547 +39 +0.6% 0.03% $298K 2024-10-30 $41.95
2024 Q2 ADDED — — — 6,508 +47 +0.7% 0.03% $241K 2024-07-26 $43.41
2024 Q1 ADDED — — — 6,461 +42 +0.7% 0.03% $242K 2024-05-01 $32.79
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBIZ

As of 2026 Q2 — sorted by position size

Cutler Capital Management, LLC 3Y 7Y 2.53% BANC FUNDS CO LLC 3Y 7Y 1.7% FIRST BUSINESS FINANCIAL SERVICES, INC. 3Y 7Y 1.67% Pacific Ridge Capital Partners, LLC 3Y 7Y 1.6% Daytona Street Capital LLC 1.37% VISTA INVESTMENT MANAGEMENT 3Y 7Y 0.99% De Lisle Partners LLP 0.68% Uncommon Cents Investing LLC 3Y 7Y 0.46% Poehling Capital Management, INC. 3Y 7Y 0.32% Gator Capital Management, LLC 3Y 7Y 0.24%

FAQ About 1834 INVESTMENT ADVISORS CO and FBIZ

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

How long has 1834 INVESTMENT ADVISORS CO reported owning FBIZ?

1834 INVESTMENT ADVISORS CO reported FBIZ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FBIZ position in 1834 INVESTMENT ADVISORS CO's portfolio?

The largest reported portfolio weight for FBIZ was 0.05% in 2026 Q2.

What is the latest reported FBIZ position on this page?

The most recent filing on this page is 2026 Q2, when 1834 INVESTMENT ADVISORS CO reported 6,813 shares, equal to 0.05% of portfolio, with an estimated market value of $430K.

What does the chart on this FBIZ ownership page compare?

The chart compares 1834 INVESTMENT ADVISORS CO's quarterly FBIZ 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 1834 INVESTMENT ADVISORS CO time their FBIZ position?

Based on 13F filing dates vs. subsequent FBIZ price moves, 1834 INVESTMENT ADVISORS CO correctly timed 21 out of 31 reported position changes (68%). The annualised alpha on FBIZ relative to SPY over the holding period was +40.4%.

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