Harbour Investments
FBIZ icon

Harbour Investments’s First Business Financial Services FBIZ Stock Holding History

Harbour Investments’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 		$78.3K Buy
1,239
+2
+0.2% +$116 ﹤0.01% 2159
2026
Q1 		$66.7K Buy
1,237
+1,001
+424% +$55.6K ﹤0.01% 2180
2025
Q4 		$12.8K Buy
236
+1
+0.4% +$52 ﹤0.01% 2623
2025
Q3 		$12K Buy
235
+1
+0.4% +$51 ﹤0.01% 2594
2025
Q2 		$11.8K Buy
234
+2
+0.9% +$96 ﹤0.01% 2478
2025
Q1 		$11K Buy
232
+1
+0.4% +$49 ﹤0.01% 2480
2024
Q4 		$10.7K Hold
231
– – ﹤0.01% 2415
2024
Q3 		$10.5K Hold
231
– – ﹤0.01% 2333
2024
Q2 		$8.54K Buy
231
+17
+8% +$584 ﹤0.01% 2320
2024
Q1 		$8.03K Sell
214
-52
-20% -$1.87K ﹤0.01% 2308
2023
Q4 		$10.7K Hold
266
– – ﹤0.01% 2119
2023
Q3 		$7.98K Sell
266
-42
-14% -$1.33K ﹤0.01% 2118
2023
Q2 		$9.08K Hold
308
– – ﹤0.01% 2073
2023
Q1 		$9.4K Hold
308
– – ﹤0.01% 2031
2022
Q4 		$11.3K Hold
308
– – ﹤0.01% 1909
2022
Q3 		$10K Hold
308
– – ﹤0.01% 1921
2022
Q2 		$10K Buy
+308
New +$10.3K ﹤0.01% 1921
2021
Q4 		$9K Sell
308
-2,000
-87% -$58.5K ﹤0.01% 1966
2021
Q3 		$66K Hold
2,308
– – ﹤0.01% 1600
2021
Q2 		$62K Hold
2,308
– – ﹤0.01% 1684
2021
Q1 		$57K Buy
+2,308
New +$51.9K ﹤0.01% 1613

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

Harbour Investments's FBIZ Position: Q2 2026 in Review

Harbour Investments increased its First Business Financial Services (FBIZ) stake by 0.16% in Q2 2026, buying an estimated $116 and bringing the position to 1,239 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Harbour Investments first reported a position in FBIZ in Q1 2021 and has held it in 21 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Harbour Investments held 1,239 shares of First Business Financial Services worth $78.3K as of Q2 2026.
  • Harbour Investments bought 2 First Business Financial Services shares in Q2 2026, an estimated $116.
  • First Business Financial Services made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2159 holding.
  • Harbour Investments first reported a position in First Business Financial Services in Q1 2021 and has held it in 21 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.