FBFS
WTRG icon

First Business Financial Services’s Essential Utilities WTRG Stock Holding History

First Business Financial Services’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Sell
6,000
-8,146
-58% -$311K 0.02% 185
2026
Q1 		$570K Buy
+14,146
New +$557K 0.05% 108
2024
Q2 		– Sell
-26,753
Closed -$991K – 172
2024
Q1 		$991K Buy
26,753
+367
+1% +$13.3K 0.11% 77
2023
Q4 		$986K Sell
26,386
-1,722
-6% -$60.1K 0.11% 75
2023
Q3 		$965K Buy
28,108
+126
+0.5% +$4.88K 0.12% 79
2023
Q2 		$1.12M Buy
27,982
+370
+1% +$15.5K 0.14% 72
2023
Q1 		$1.21M Buy
27,612
+600
+2% +$27.1K 0.15% 66
2022
Q4 		$1.29M Buy
27,012
+27
+0.1% +$1.22K 0.17% 57
2022
Q3 		$1.12M Buy
26,985
+961
+4% +$46.6K 0.16% 56
2022
Q2 		$1.19M Sell
26,024
-709
-3% -$32.9K 0.16% 55
2022
Q1 		$1.37M Buy
26,733
+820
+3% +$39.6K 0.15% 57
2021
Q4 		$1.39M Buy
25,913
+1,296
+5% +$62.9K 0.15% 57
2021
Q3 		$1.13M Buy
24,617
+542
+2% +$26.3K 0.13% 62
2021
Q2 		$1.1M Buy
24,075
+3,393
+16% +$159K 0.13% 58
2021
Q1 		$926K Buy
+20,682
New +$934K 0.12% 59

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

First Business Financial Services's WTRG Position: Q2 2026 in Review

First Business Financial Services reduced its Essential Utilities (WTRG) stake by 58% in Q2 2026, selling an estimated $311K and leaving 6,000 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #185.

First Business Financial Services first reported a position in WTRG in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2021. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • First Business Financial Services held 6,000 shares of Essential Utilities worth $230K as of Q2 2026.
  • First Business Financial Services sold 8,146 Essential Utilities shares in Q2 2026, an estimated $311K.
  • Essential Utilities made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #185 holding.
  • First Business Financial Services first reported a position in Essential Utilities in Q1 2021 and has held it in 15 quarters since.
  • First Business Financial Services's Essential Utilities position peaked at $1.39M in Q4 2021.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.