Essential Partners’s First Business Financial Services FBIZ Stock Holding History

Essential Partners’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	$9.63K	Sell	140 -15	-10%	-$1.04K	﹤0.01%	1212
2026 Q2	$9.79K	Sell	155 -80	-34%	-$4.63K	﹤0.01%	1225
2026 Q1	$12.7K	Sell	235 -58	-20%	-$3.22K	﹤0.01%	1133
2025 Q4	$15.9K	Buy	293 +27	+10%	+$1.41K	﹤0.01%	992
2025 Q3	$13.6K	Buy	266 +229	+619%	+$11.7K	﹤0.01%	1044
2025 Q2	$1.87K	Buy	+37	New	+$1.77K	﹤0.01%	1336

Other funds holding FBIZ

DSC

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

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

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FBIZ Position: Q3 2026 in Review

Essential Partners reduced its First Business Financial Services (FBIZ) stake by 9.7% in Q3 2026, selling an estimated $1.04K and leaving 140 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Essential Partners first reported a position in FBIZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.9K in Q4 2025. 12 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

Essential Partners held 140 shares of First Business Financial Services worth $9.63K as of Q3 2026.
Essential Partners sold 15 First Business Financial Services shares in Q3 2026, an estimated $1.04K.
First Business Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1212 holding.
Essential Partners first reported a position in First Business Financial Services in Q2 2025 and has held it in 6 quarters since.
Essential Partners's First Business Financial Services position peaked at $15.9K in Q4 2025.
12 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.