Algert Global’s First Business Financial Services FBIZ Stock Holding History

Algert Global’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	+3,584	New	+$207K	﹤0.01%	1173

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Algert Global's FBIZ Position: Q2 2026 in Review

Algert Global opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 3,584 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings.

141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Algert Global held 3,584 shares of First Business Financial Services worth $226K as of Q2 2026.
First Business Financial Services was a new Algert Global position in Q2 2026.
First Business Financial Services made up ﹤0.01% of Algert Global's portfolio in Q2 2026, its #1173 holding.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.