Farther Finance Advisors
FBIZ icon

Farther Finance Advisors’s First Business Financial Services FBIZ Stock Holding History

Farther Finance 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
Q3 		$5.37K Buy
78
+34
+77% +$2.35K ﹤0.01% 4968
2026
Q2 		$2.78K Buy
44
+1
+2% +$58 ﹤0.01% 5046
2026
Q1 		$2.35K Hold
43
– – ﹤0.01% 4839
2025
Q4 		$2.33K Buy
43
+41
+2,050% +$2.14K ﹤0.01% 4631
2025
Q3 		$103 Buy
+2
New +$102 ﹤0.01% 4817

Other funds holding FBIZ

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WP
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
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
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's FBIZ Position: Q3 2026 in Review

Farther Finance Advisors increased its First Business Financial Services (FBIZ) stake by 77% in Q3 2026, buying an estimated $2.35K and bringing the position to 78 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4968.

Farther Finance Advisors first reported a position in FBIZ in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Farther Finance Advisors held 78 shares of First Business Financial Services worth $5.37K as of Q3 2026.
  • Farther Finance Advisors bought 34 First Business Financial Services shares in Q3 2026, an estimated $2.35K.
  • First Business Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4968 holding.
  • Farther Finance Advisors first reported a position in First Business Financial Services in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.