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 Q2	$1.48M	Buy	23,415 +10,029	+75%	+$581K	﹤0.01%	2335
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Creative Planning's FBIZ Position: Q2 2026 in Review

Creative Planning increased its First Business Financial Services (FBIZ) stake by 75% in Q2 2026, buying an estimated $581K and bringing the position to 23,415 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Creative Planning first reported a position in FBIZ in Q4 2014 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Creative Planning held 23,415 shares of First Business Financial Services worth $1.48M as of Q2 2026.
Creative Planning bought 10,029 First Business Financial Services shares in Q2 2026, an estimated $581K.
First Business Financial Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2335 holding.
Creative Planning first reported a position in First Business Financial Services in Q4 2014 and has held it in 10 quarters since.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.