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 Q3	$23.6K	Hold	343	–	–	﹤0.01%	2840
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

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's FBIZ Position: Q3 2026 in Review

GAMMA Investing held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 343 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

GAMMA Investing first reported a position in FBIZ in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

GAMMA Investing held 343 shares of First Business Financial Services worth $23.6K as of Q3 2026.
GAMMA Investing left its First Business Financial Services share count unchanged in Q3 2026.
First Business Financial Services made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2840 holding.
GAMMA Investing first reported a position in First Business Financial Services in Q4 2023 and has held it in 12 quarters since.
12 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.