Arax Advisory Partners’s First Business Financial Services FBIZ Stock Holding History

Arax Advisory 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 Q2	$118K	Buy	1,873 +1,854	+9,758%	+$107K	﹤0.01%	2607
2026 Q1	$1.02K	Buy	19 +17	+850%	+$945	﹤0.01%	3294
2025 Q4	$109	Sell	2 -4,102	-100%	-$215K	﹤0.01%	3816
2025 Q3	$210K	Buy	+4,104	New	+$210K	﹤0.01%	1244
2024 Q4	–	Sell	-2	Closed	-$92	–	2524
2024 Q3	$92	Hold	2	–	–	﹤0.01%	2568
2024 Q2	$74	Buy	+2	New	+$69	﹤0.01%	2505

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 $3.37T AUM 44.26% 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

Arax Advisory Partners's FBIZ Position: Q2 2026 in Review

Arax Advisory Partners increased its First Business Financial Services (FBIZ) stake by 9,758% in Q2 2026, buying an estimated $107K and bringing the position to 1,873 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Arax Advisory Partners first reported a position in FBIZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $210K in Q3 2025. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Arax Advisory Partners held 1,873 shares of First Business Financial Services worth $118K as of Q2 2026.
Arax Advisory Partners bought 1,854 First Business Financial Services shares in Q2 2026, an estimated $107K.
First Business Financial Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2607 holding.
Arax Advisory Partners first reported a position in First Business Financial Services in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's First Business Financial Services position peaked at $210K in Q3 2025.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.