AssetMark Inc’s First Business Financial Services FBIZ Stock Holding History

AssetMark Inc’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	$1.1K	Buy	16 +8	+100%	+$552	﹤0.01%	3211
2026 Q2	$505	Hold	8	–	–	﹤0.01%	3285
2026 Q1	$431	Hold	8	–	–	﹤0.01%	3206
2025 Q4	$434	Hold	8	–	–	﹤0.01%	3128
2025 Q3	$410	Hold	8	–	–	﹤0.01%	2961
2025 Q2	$405	Buy	+8	New	+$384	﹤0.01%	2783
2024 Q3	–	Sell	-35	Closed	-$1.3K	–	2289
2024 Q2	$1.3K	Buy	+35	New	+$1.2K	﹤0.01%	1818
2019 Q2	–	Sell	-2,447	Closed	-$49K	–	1361
2019 Q1	$49K	Sell	2,447 -290	-11%	-$6.13K	﹤0.01%	702
2018 Q4	$53K	Sell	2,737 -448	-14%	-$9.28K	﹤0.01%	673
2018 Q3	$74K	Buy	3,185 +47	+1%	+$1.11K	﹤0.01%	655
2018 Q2	$82K	Buy	3,138 +1,132	+56%	+$29.3K	﹤0.01%	611
2018 Q1	$50K	Buy	+2,006	New	+$48.3K	﹤0.01%	730

Other funds holding FBIZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's FBIZ Position: Q3 2026 in Review

AssetMark Inc increased its First Business Financial Services (FBIZ) stake by 100% in Q3 2026, buying an estimated $552 and bringing the position to 16 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

AssetMark Inc first reported a position in FBIZ in Q1 2018 and has held it in 12 quarters since. The position peaked at $82K in Q2 2018. 49 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

AssetMark Inc held 16 shares of First Business Financial Services worth $1.1K as of Q3 2026.
AssetMark Inc bought 8 First Business Financial Services shares in Q3 2026, an estimated $552.
First Business Financial Services made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3211 holding.
AssetMark Inc first reported a position in First Business Financial Services in Q1 2018 and has held it in 12 quarters since.
AssetMark Inc's First Business Financial Services position peaked at $82K in Q2 2018.
49 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.