Ares Financial Consulting
FBIZ icon

Ares Financial Consulting’s First Business Financial Services FBIZ Stock Holding History

Ares Financial Consulting’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
Q3 		$19.5K Hold
283
– – 0.01% 419
2026
Q2 		$17.9K Hold
283
– – 0.01% 443
2026
Q1 		$15.4K Buy
+283
New +$15.7K 0.01% 453

Other funds holding FBIZ

Dimensional Fund Advisors
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First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ares Financial Consulting's FBIZ Position: Q3 2026 in Review

Ares Financial Consulting held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 283 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #419.

Ares Financial Consulting first reported a position in FBIZ in Q1 2026 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Ares Financial Consulting held 283 shares of First Business Financial Services worth $19.5K as of Q3 2026.
  • Ares Financial Consulting left its First Business Financial Services share count unchanged in Q3 2026.
  • First Business Financial Services made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #419 holding.
  • Ares Financial Consulting first reported a position in First Business Financial Services in Q1 2026 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.