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Clearstead Advisors’s First Business Financial Services FBIZ Stock Holding History

Clearstead Advisors’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 		$6.63K Buy
+105
New +$6.08K ﹤0.01% 2117
2026
Q1 		– Sell
-1
Closed -$55 – 2454
2025
Q4 		$55 Sell
1
-10
-91% -$523 ﹤0.01% 2593
2025
Q3 		$564 Buy
+11
New +$563 ﹤0.01% 2718

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Clearstead Advisors's FBIZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 105 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FBIZ as recently as Q4 2025.

Clearstead Advisors first reported a position in FBIZ in Q3 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Clearstead Advisors held 105 shares of First Business Financial Services worth $6.63K as of Q2 2026.
  • First Business Financial Services was a new Clearstead Advisors position in Q2 2026.
  • First Business Financial Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2117 holding.
  • Clearstead Advisors first reported a position in First Business Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.