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 Q1	$243K	Buy	+4,500	New	+$250K	0.02%	229

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

KLCM Advisors's FBIZ Position: Q1 2026 in Review

KLCM Advisors opened a new position in First Business Financial Services (FBIZ) in Q1 2026: 4,500 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings.

144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

KLCM Advisors held 4,500 shares of First Business Financial Services worth $243K as of Q1 2026.
First Business Financial Services was a new KLCM Advisors position in Q1 2026.
First Business Financial Services made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #229 holding.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.