Ameritas Investment Partners’s First Business Financial Services FBIZ Stock Holding History

Ameritas Investment Partners’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	$34.8K	Hold	645	–	–	﹤0.01%	2305
2025 Q4	$35K	Sell	645 -156	-19%	-$8.16K	﹤0.01%	2358
2025 Q3	$41.1K	Hold	801	–	–	﹤0.01%	2290
2025 Q2	$40.6K	Hold	801	–	–	﹤0.01%	2318
2025 Q1	$37.8K	Buy	801 +200	+33%	+$9.87K	﹤0.01%	2269
2024 Q4	$27.8K	Hold	601	–	–	﹤0.01%	2490
2024 Q3	$27.4K	Hold	601	–	–	﹤0.01%	2497
2024 Q2	$22.2K	Hold	601	–	–	﹤0.01%	2565
2024 Q1	$22.5K	Hold	601	–	–	﹤0.01%	2516
2023 Q4	$24.1K	Hold	601	–	–	﹤0.01%	2504
2023 Q3	$18K	Hold	601	–	–	﹤0.01%	2590
2023 Q2	$17.7K	Hold	601	–	–	﹤0.01%	2625
2023 Q1	$18.3K	Hold	601	–	–	﹤0.01%	2500
2022 Q4	$20.3K	Hold	601	–	–	﹤0.01%	2558
2022 Q3	$19K	Hold	601	–	–	﹤0.01%	2542
2022 Q2	$18K	Buy	+601	New	+$20.1K	﹤0.01%	2592
2021 Q2	–	Sell	-708	Closed	-$18K	–	3111
2021 Q1	$18K	Hold	708	–	–	﹤0.01%	2605
2020 Q4	$13K	Hold	708	–	–	﹤0.01%	2676
2020 Q3	$10K	Hold	708	–	–	﹤0.01%	2711
2020 Q2	$12K	Hold	708	–	–	﹤0.01%	2624
2020 Q1	$11K	Hold	708	–	–	﹤0.01%	2492
2019 Q4	$19K	Hold	708	–	–	﹤0.01%	2428
2019 Q3	$17K	Hold	708	–	–	﹤0.01%	2471
2019 Q2	$17K	Hold	708	–	–	﹤0.01%	2527
2019 Q1	$14K	Hold	708	–	–	﹤0.01%	2553
2018 Q4	$14K	Hold	708	–	–	﹤0.01%	2511
2018 Q3	$16K	Hold	708	–	–	﹤0.01%	2613
2018 Q2	$18K	Hold	708	–	–	﹤0.01%	2561
2018 Q1	$18K	Hold	708	–	–	﹤0.01%	2469
2017 Q4	$16K	Hold	708	–	–	﹤0.01%	2542
2017 Q3	$15K	Hold	708	–	–	﹤0.01%	2562
2017 Q2	$16K	Hold	708	–	–	﹤0.01%	2586
2017 Q1	$18K	Buy	+708	New	+$17.6K	﹤0.01%	2453

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Ameritas Investment Partners's FBIZ Position: Q1 2026 in Review

Ameritas Investment Partners held its First Business Financial Services (FBIZ) position steady in Q1 2026 at 645 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Ameritas Investment Partners first reported a position in FBIZ in Q1 2017 and has held it in 33 quarters since. The position peaked at $41.1K in Q3 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Ameritas Investment Partners held 645 shares of First Business Financial Services worth $34.8K as of Q1 2026.
Ameritas Investment Partners left its First Business Financial Services share count unchanged in Q1 2026.
First Business Financial Services made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2305 holding.
Ameritas Investment Partners first reported a position in First Business Financial Services in Q1 2017 and has held it in 33 quarters since.
Ameritas Investment Partners's First Business Financial Services position peaked at $41.1K in Q3 2025.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.