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 Q3	$310K	Hold	4,500	–	–	0.02%	219
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

KLCM Advisors's FBIZ Position: Q3 2026 in Review

KLCM Advisors held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 4,500 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #219.

KLCM Advisors first reported a position in FBIZ in Q1 2026 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

KLCM Advisors held 4,500 shares of First Business Financial Services worth $310K as of Q3 2026.
KLCM Advisors left its First Business Financial Services share count unchanged in Q3 2026.
First Business Financial Services made up 0.02% of KLCM Advisors's portfolio in Q3 2026, its #219 holding.
KLCM Advisors first reported a position in First Business Financial Services in Q1 2026 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.