ALPS Advisors
FBIZ icon

ALPS Advisors’s First Business Financial Services FBIZ Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-8,878
Closed -$482K – 1078
2025
Q4 		$482K Buy
8,878
+78
+0.9% +$4.08K ﹤0.01% 764
2025
Q3 		$451K Buy
+8,800
New +$450K ﹤0.01% 795

Other funds holding FBIZ

BlackRock
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Dimensional Fund Advisors
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FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

ALPS Advisors's FBIZ Position: Q1 2026 in Review

ALPS Advisors sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 8,878 shares — an estimated $482K sold.

ALPS Advisors first reported a position in FBIZ in Q3 2025 and held it in 2 quarters. The position peaked at $482K in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • ALPS Advisors reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
  • ALPS Advisors sold 8,878 First Business Financial Services shares in Q1 2026, an estimated $482K.
  • ALPS Advisors first reported a position in First Business Financial Services in Q3 2025 and held it in 2 quarters.
  • ALPS Advisors's First Business Financial Services position peaked at $482K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.