Integrated Wealth Concepts’s First Business Financial Services FBIZ Stock Holding History

Integrated Wealth Concepts’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	$43.4K	Buy	+687	New	+$39.8K	﹤0.01%	3484

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Integrated Wealth Concepts's FBIZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 687 shares worth $43.4K. The stake represents ﹤0.01% of the portfolio and ranks #3484 among its holdings.

142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Integrated Wealth Concepts held 687 shares of First Business Financial Services worth $43.4K as of Q2 2026.
First Business Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
First Business Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3484 holding.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.