Allworth Financial
FBIZ icon

Allworth Financial’s First Business Financial Services FBIZ Stock Holding History

Allworth Financial’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 		$16.6K Buy
262
+99
+61% +$5.73K ﹤0.01% 3347
2026
Q1 		$8.79K Buy
163
+28
+21% +$1.56K ﹤0.01% 3598
2025
Q4 		$7.33K Buy
135
+32
+31% +$1.67K ﹤0.01% 3476
2025
Q3 		$5.28K Buy
103
+88
+587% +$4.5K ﹤0.01% 3514
2025
Q2 		$760 Buy
+15
New +$719 ﹤0.01% 4027

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Allworth Financial's FBIZ Position: Q2 2026 in Review

Allworth Financial increased its First Business Financial Services (FBIZ) stake by 61% in Q2 2026, buying an estimated $5.73K and bringing the position to 262 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Allworth Financial first reported a position in FBIZ in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Allworth Financial held 262 shares of First Business Financial Services worth $16.6K as of Q2 2026.
  • Allworth Financial bought 99 First Business Financial Services shares in Q2 2026, an estimated $5.73K.
  • First Business Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3347 holding.
  • Allworth Financial first reported a position in First Business Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.