Kestra Advisory Services’s First Business Financial Services FBIZ Stock Holding History

Kestra Advisory Services’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	–	Sell	-9,200	Closed	-$496K	–	3291
2026 Q1	$496K	Hold	9,200	–	–	﹤0.01%	2233
2025 Q4	$500K	Hold	9,200	–	–	﹤0.01%	2144
2025 Q3	$472K	Hold	9,200	–	–	﹤0.01%	2103
2025 Q2	$466K	Hold	9,200	–	–	﹤0.01%	2018
2025 Q1	$434K	Hold	9,200	–	–	﹤0.01%	1909
2024 Q4	$426K	Hold	9,200	–	–	﹤0.01%	1981
2024 Q3	$419K	Hold	9,200	–	–	﹤0.01%	1876
2024 Q2	$340K	Hold	9,200	–	–	﹤0.01%	2045
2024 Q1	$345K	Hold	9,200	–	–	﹤0.01%	1905
2023 Q4	$369K	Hold	9,200	–	–	﹤0.01%	1717
2023 Q3	$276K	Hold	9,200	–	–	﹤0.01%	1716
2023 Q2	$271K	Hold	9,200	–	–	﹤0.01%	1692
2023 Q1	$281K	Hold	9,200	–	–	﹤0.01%	1608
2022 Q4	$336K	Hold	9,200	–	–	﹤0.01%	1659
2022 Q3	$297K	Hold	9,200	–	–	﹤0.01%	1596
2022 Q2	$287K	Hold	9,200	–	–	﹤0.01%	1658
2022 Q1	$302K	Hold	9,200	–	–	﹤0.01%	1589
2021 Q4	$268K	Hold	9,200	–	–	﹤0.01%	1671
2021 Q3	$264K	Buy	+9,200	New	+$254K	﹤0.01%	1777

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

Kestra Advisory Services's FBIZ Position: Q2 2026 in Review

Kestra Advisory Services sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 9,200 shares — an estimated $496K sold.

Kestra Advisory Services first reported a position in FBIZ in Q3 2021 and held it in 19 quarters. The position peaked at $500K in Q4 2025. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Kestra Advisory Services reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 9,200 First Business Financial Services shares in Q2 2026, an estimated $496K.
Kestra Advisory Services first reported a position in First Business Financial Services in Q3 2021 and held it in 19 quarters.
Kestra Advisory Services's First Business Financial Services position peaked at $500K in Q4 2025.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.