Janney Montgomery Scott
FBIZ icon

Janney Montgomery Scott’s First Business Financial Services FBIZ Stock Holding History

Janney Montgomery Scott’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 		$313K Buy
+4,552
New +$314K ﹤0.01% 2717
2020
Q4 		– Sell
-16,825
Closed -$240K – 2237
2020
Q3 		$240K Buy
+16,825
New +$261K ﹤0.01% 1816

Other funds holding FBIZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Janney Montgomery Scott's FBIZ Position: Q3 2026 in Review

Janney Montgomery Scott opened a new position in First Business Financial Services (FBIZ) in Q3 2026: 4,552 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #2717 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in FBIZ as recently as Q3 2020.

Janney Montgomery Scott first reported a position in FBIZ in Q3 2020 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Janney Montgomery Scott held 4,552 shares of First Business Financial Services worth $313K as of Q3 2026.
  • First Business Financial Services was a new Janney Montgomery Scott position in Q3 2026.
  • First Business Financial Services made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2717 holding.
  • Janney Montgomery Scott first reported a position in First Business Financial Services in Q3 2020 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.