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 Q2	$17.9K	Hold	283	–	–	0.01%	443
2026 Q1	$15.4K	Buy	+283	New	+$15.7K	0.01%	453

Other funds holding FBIZ

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ares Financial Consulting's FBIZ Position: Q2 2026 in Review

Ares Financial Consulting held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 283 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Ares Financial Consulting first reported a position in FBIZ in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Ares Financial Consulting held 283 shares of First Business Financial Services worth $17.9K as of Q2 2026.
Ares Financial Consulting left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #443 holding.
Ares Financial Consulting first reported a position in First Business Financial Services in Q1 2026 and has held it in 2 quarters since.
40 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.