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

KLCM 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 		$284K Hold
4,500
– – 0.02% 228
2026
Q1 		$243K Buy
+4,500
New +$250K 0.02% 229

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 $3.37T 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

KLCM Advisors's FBIZ Position: Q2 2026 in Review

KLCM Advisors held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 4,500 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #228.

KLCM Advisors first reported a position in FBIZ in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • KLCM Advisors held 4,500 shares of First Business Financial Services worth $284K as of Q2 2026.
  • KLCM Advisors left its First Business Financial Services share count unchanged in Q2 2026.
  • First Business Financial Services made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #228 holding.
  • KLCM Advisors first reported a position in First Business Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.