1834 Investment Advisors’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $430K | Buy |
6,813
+41
| +0.6% | +$2.37K | 0.05% | 176 |
|
|
2026
Q1 | $365K | Buy |
6,772
+42
| +0.6% | +$2.33K | 0.05% | 177 |
|
|
2025
Q4 | $365K | Buy |
6,730
+36
| +0.5% | +$1.88K | 0.05% | 180 |
|
|
2025
Q3 | $343K | Buy |
6,694
+38
| +0.6% | +$1.94K | 0.04% | 182 |
|
|
2025
Q2 | $337K | Buy |
6,656
+39
| +0.6% | +$1.87K | 0.04% | 183 |
|
|
2025
Q1 | $312K | Buy |
6,617
+36
| +0.5% | +$1.78K | 0.04% | 183 |
|
|
2024
Q4 | $305K | Buy |
6,581
+34
| +0.5% | +$1.59K | 0.04% | 192 |
|
|
2024
Q3 | $298K | Buy |
6,547
+39
| +0.6% | +$1.65K | 0.03% | 196 |
|
|
2024
Q2 | $241K | Buy |
6,508
+47
| +0.7% | +$1.61K | 0.03% | 205 |
|
|
2024
Q1 | $242K | Buy |
6,461
+42
| +0.7% | +$1.51K | 0.03% | 203 |
|
|
2023
Q4 | $257K | Buy |
+6,419
| New | +$216K | 0.03% | 209 |
|
|
2023
Q1 | – | Sell |
-6,238
| Closed | -$228K | – | 243 |
|
|
2022
Q4 | $228K | Buy |
6,238
+31
| +0.5% | +$1.14K | 0.03% | 172 |
|
|
2022
Q3 | $201K | Buy |
6,207
+34
| +0.6% | +$1.13K | 0.03% | 190 |
|
|
2022
Q2 | $193K | Buy |
6,173
+36
| +0.6% | +$1.2K | 0.03% | 197 |
|
|
2022
Q1 | $201K | Buy |
6,137
+35
| +0.6% | +$1.13K | 0.02% | 194 |
|
|
2021
Q4 | $178K | Buy |
6,102
+36
| +0.6% | +$1.05K | 0.02% | 200 |
|
|
2021
Q3 | $174K | Buy |
6,066
+38
| +0.6% | +$1.05K | 0.02% | 206 |
|
|
2021
Q2 | $163K | Buy |
6,028
+39
| +0.7% | +$1.03K | 0.02% | 203 |
|
|
2021
Q1 | $148K | Buy |
5,989
+48
| +0.8% | +$1.08K | 0.02% | 218 |
|
|
2020
Q4 | $109K | Buy |
5,941
+49
| +0.8% | +$886 | 0.01% | 227 |
|
|
2020
Q3 | $84K | Buy |
5,892
+52
| +0.9% | +$808 | 0.01% | 235 |
|
|
2020
Q2 | $96K | Buy |
5,840
+63
| +1% | +$985 | 0.02% | 219 |
|
|
2020
Q1 | $90K | Buy |
5,777
+36
| +0.6% | +$822 | 0.02% | 226 |
|
|
2019
Q4 | $151K | Buy |
5,741
+35
| +0.6% | +$868 | 0.02% | 210 |
|
|
2019
Q3 | $137K | Buy |
5,706
+36
| +0.6% | +$847 | 0.02% | 221 |
|
|
2019
Q2 | $133K | Buy |
5,670
+35
| +0.6% | +$795 | 0.02% | 219 |
|
|
2019
Q1 | $113K | Buy |
5,635
+38
| +0.7% | +$803 | 0.02% | 223 |
|
|
2018
Q4 | $109K | Buy |
5,597
+38
| +0.7% | +$788 | 0.02% | 216 |
|
|
2018
Q3 | $129K | Buy |
5,559
+34
| +0.6% | +$800 | 0.02% | 221 |
|
|
2018
Q2 | $144K | Buy |
5,525
+30
| +0.5% | +$775 | 0.02% | 202 |
|
|
2018
Q1 | $138K | Buy |
5,495
+32
| +0.6% | +$770 | 0.02% | 196 |
|
|
2017
Q4 | $121K | Buy |
+5,463
| New | +$123K | 0.02% | 219 |
|
Other funds holding FBIZ
FBFS
BFC
CCM
1834 Investment Advisors's FBIZ Position: Q2 2026 in Review
1834 Investment Advisors increased its First Business Financial Services (FBIZ) stake by 0.61% in Q2 2026, buying an estimated $2.37K and bringing the position to 6,813 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #176.
1834 Investment Advisors first reported a position in FBIZ in Q4 2017 and has held it in 32 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.
- 1834 Investment Advisors held 6,813 shares of First Business Financial Services worth $430K as of Q2 2026.
- 1834 Investment Advisors bought 41 First Business Financial Services shares in Q2 2026, an estimated $2.37K.
- First Business Financial Services made up 0.05% of 1834 Investment Advisors's portfolio in Q2 2026, its #176 holding.
- 1834 Investment Advisors first reported a position in First Business Financial Services in Q4 2017 and has held it in 32 quarters since.
- 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.