VISTA INVESTMENT MANAGEMENT
Position in FBIZ — First Business Financial Services, Inc.
CIK 1740140
PITTSBURGH, PA
Position in FBIZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,306,886
+$461,000 QoQ
Shares Held
52,349
-0.8% QoQ
Ownership
0.626%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#26
of 141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VISTA INVESTMENT MANAGEMENT holds $9,208,101 across 8 Banks - Regional names. FBIZ ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,721 | $3,378,384 | |
| 2 | FBIZ |
First Business Financial Services, Inc.
This page
|
52,349 | $3,306,886 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
21,767 | $697,632 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
12,991 | $549,649 | |
| 5 | CIVB |
Civista Bancshares, Inc.
|
16,076 | $453,664 | |
| 6 | FNB |
Fnb Corp/Pa/
|
18,309 | $349,335 | |
| 7 | ORRF |
Orrstown Financial Services Inc
|
7,740 | $316,024 | |
| 8 | NWBI |
Northwest Bancshares, Inc.
|
10,325 | $156,527 |
All Filings in FBIZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,306,886 | 52,349 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,845,886 | 52,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,863,619 | 52,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,682,333 | 52,328 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,707,827 | 53,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,533,652 | 53,736 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,562,706 | 55,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,625,117 | 57,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,116,789 | 57,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,105,025 | 56,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,101,641 | 52,410 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,563,791 | 52,109 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,540,321 | 52,232 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,504,448 | 49,310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,731,519 | 47,374 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,529,781 | 47,347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,435,051 | 46,010 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,514,312 | 46,154 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,344,445 | 46,090 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,254,885 | 43,709 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,190,322 | 43,972 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,085,671 | 43,901 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $839,367 | 45,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $691,836 | 48,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $798,861 | 48,563 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $763,220 | 49,240 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||