EverSource Wealth Advisors’s First Business Financial Services FBIZ Stock Holding History

EverSource Wealth 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	$18.9K	Sell	300 -922	-75%	-$53.4K	﹤0.01%	2468
2026 Q1	$65.9K	Buy	1,222 +3	+0.2%	+$167	﹤0.01%	1692
2025 Q4	$66.2K	Sell	1,219 -65	-5%	-$3.4K	﹤0.01%	1557
2025 Q3	$65.8K	Sell	1,284 -7	-0.5%	-$358	﹤0.01%	1504
2025 Q2	$65.4K	Buy	1,291 +1,287	+32,175%	+$61.7K	﹤0.01%	1453
2025 Q1	$189	Buy	4 +2	+100%	+$99	﹤0.01%	3714
2024 Q4	$93	Buy	+2	New	+$94	﹤0.01%	3554

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

EverSource Wealth Advisors's FBIZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its First Business Financial Services (FBIZ) stake by 75% in Q2 2026, selling an estimated $53.4K and leaving 300 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

EverSource Wealth Advisors first reported a position in FBIZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.2K in Q4 2025. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

EverSource Wealth Advisors held 300 shares of First Business Financial Services worth $18.9K as of Q2 2026.
EverSource Wealth Advisors sold 922 First Business Financial Services shares in Q2 2026, an estimated $53.4K.
First Business Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2468 holding.
EverSource Wealth Advisors first reported a position in First Business Financial Services in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's First Business Financial Services position peaked at $66.2K in Q4 2025.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.