GAMMA Investing’s First Business Financial Services FBIZ Stock Holding History

GAMMA Investing’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	$21.7K	Buy	343 +21	+7%	+$1.22K	﹤0.01%	2800
2026 Q1	$17.4K	Buy	322 +13	+4%	+$722	﹤0.01%	2791
2025 Q4	$16.8K	Sell	309 -8	-3%	-$418	﹤0.01%	2707
2025 Q3	$16.2K	Buy	317 +32	+11%	+$1.64K	﹤0.01%	2633
2025 Q2	$14.4K	Buy	285 +88	+45%	+$4.22K	﹤0.01%	2628
2025 Q1	$9.29K	Buy	197 +33	+20%	+$1.63K	﹤0.01%	2780
2024 Q4	$7.59K	Buy	164 +4	+3%	+$187	﹤0.01%	2741
2024 Q3	$7.29K	Hold	160	–	–	﹤0.01%	2580
2024 Q2	$5.92K	Hold	160	–	–	﹤0.01%	2501
2024 Q1	$6K	Hold	160	–	–	﹤0.01%	2323
2023 Q4	$5.88K	Buy	+160	New	+$5.38K	﹤0.01%	2160

Other funds holding FBIZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing's FBIZ Position: Q2 2026 in Review

GAMMA Investing increased its First Business Financial Services (FBIZ) stake by 6.5% in Q2 2026, buying an estimated $1.22K and bringing the position to 343 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

GAMMA Investing first reported a position in FBIZ in Q4 2023 and has held it in 11 quarters since. 10 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

GAMMA Investing held 343 shares of First Business Financial Services worth $21.7K as of Q2 2026.
GAMMA Investing bought 21 First Business Financial Services shares in Q2 2026, an estimated $1.22K.
First Business Financial Services made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2800 holding.
GAMMA Investing first reported a position in First Business Financial Services in Q4 2023 and has held it in 11 quarters since.
10 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.