IFP Advisors
FBIZ icon

IFP Advisors’s First Business Financial Services FBIZ Stock Holding History

IFP Advisors’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 		$13.8K Buy
219
+45
+26% +$2.6K ﹤0.01% 3191
2026
Q1 		$9.38K Hold
174
– – ﹤0.01% 3182
2025
Q4 		$9.45K Buy
174
+18
+12% +$941 ﹤0.01% 3093
2025
Q3 		$8K Buy
156
+23
+17% +$1.18K ﹤0.01% 3020
2025
Q2 		$7.85K Buy
133
+16
+14% +$767 ﹤0.01% 3066
2025
Q1 		$5.52K Sell
117
-1
-0.8% -$49 ﹤0.01% 2800
2024
Q4 		$5.46K Buy
118
+1
+0.9% +$47 ﹤0.01% 2764
2024
Q3 		$5.33K Buy
+117
New +$4.94K ﹤0.01% 2647

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

IFP Advisors's FBIZ Position: Q2 2026 in Review

IFP Advisors increased its First Business Financial Services (FBIZ) stake by 26% in Q2 2026, buying an estimated $2.6K and bringing the position to 219 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

IFP Advisors first reported a position in FBIZ in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • IFP Advisors held 219 shares of First Business Financial Services worth $13.8K as of Q2 2026.
  • IFP Advisors bought 45 First Business Financial Services shares in Q2 2026, an estimated $2.6K.
  • First Business Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3191 holding.
  • IFP Advisors first reported a position in First Business Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.