Creative Planning
FBIZ icon

Creative Planning’s First Business Financial Services FBIZ Stock Holding History

Creative Planning’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 		$722K Sell
13,386
-142
-1% -$7.89K ﹤0.01% 2736
2025
Q4 		$735K Buy
13,528
+403
+3% +$21.1K ﹤0.01% 2526
2025
Q3 		$673K Buy
13,125
+1,142
+10% +$58.4K ﹤0.01% 2463
2025
Q2 		$607K Sell
11,983
-130
-1% -$6.23K ﹤0.01% 2288
2025
Q1 		$571K Buy
12,113
+5,160
+74% +$255K ﹤0.01% 2172
2024
Q4 		$322K Buy
6,953
+2,205
+46% +$103K ﹤0.01% 2599
2024
Q3 		$216K Buy
+4,748
New +$201K ﹤0.01% 2773
2015
Q2 		– Sell
-6,518
Closed -$141K – 1710
2015
Q1 		$141K Hold
6,518
– – ﹤0.01% 1381
2014
Q4 		$156K Buy
+6,518
New +$147K ﹤0.01% 1288

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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