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 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 $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

Arax Advisory Partners's FBIZ Position: Q1 2026 in Review

Arax Advisory Partners increased its First Business Financial Services (FBIZ) stake by 850% in Q1 2026, buying an estimated $945 and bringing the position to 19 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Arax Advisory Partners first reported a position in FBIZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $210K in Q3 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Arax Advisory Partners held 19 shares of First Business Financial Services worth $1.02K as of Q1 2026.
Arax Advisory Partners bought 17 First Business Financial Services shares in Q1 2026, an estimated $945.
First Business Financial Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3294 holding.
Arax Advisory Partners first reported a position in First Business Financial Services in Q2 2024 and has held it in 5 quarters since.
Arax Advisory Partners's First Business Financial Services position peaked at $210K in Q3 2025.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.