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Fedenia Advisers’s First Business Financial Services FBIZ Stock Holding History

Fedenia Advisers’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 		$234K Buy
+3,700
New +$214K 0.06% 123
2026
Q1 		– Sell
-3,700
Closed -$201K – 116
2025
Q4 		$201K Sell
3,700
-400
-10% -$20.9K 0.08% 153
2025
Q3 		$210K Hold
4,100
– – 0.08% 157
2025
Q2 		$208K Buy
+4,100
New +$197K 0.1% 135
2025
Q1 		– Sell
-4,100
Closed -$190K – 215
2024
Q4 		$190K Buy
+4,100
New +$192K 0.11% 153

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Fedenia Advisers's FBIZ Position: Q2 2026 in Review

Fedenia Advisers opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 3,700 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in FBIZ as recently as Q4 2025.

Fedenia Advisers first reported a position in FBIZ in Q4 2024 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Fedenia Advisers held 3,700 shares of First Business Financial Services worth $234K as of Q2 2026.
  • First Business Financial Services was a new Fedenia Advisers position in Q2 2026.
  • First Business Financial Services made up 0.06% of Fedenia Advisers's portfolio in Q2 2026, its #123 holding.
  • Fedenia Advisers first reported a position in First Business Financial Services in Q4 2024 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.