Mattern Wealth Management’s First Business Financial Services FBIZ Stock Holding History

Mattern Wealth Management’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	$505K	Hold	8,000	–	–	0.08%	107
2026 Q1	$431K	Hold	8,000	–	–	0.08%	98
2025 Q4	$434K	Hold	8,000	–	–	0.08%	98
2025 Q3	$410K	Hold	8,000	–	–	0.08%	99
2025 Q2	$405K	Hold	8,000	–	–	0.08%	102
2025 Q1	$377K	Hold	8,000	–	–	0.08%	117
2024 Q4	$370K	Hold	8,000	–	–	0.08%	124
2024 Q3	$365K	Hold	8,000	–	–	0.08%	127
2024 Q2	$296K	Hold	8,000	–	–	0.07%	141
2024 Q1	$300K	Hold	8,000	–	–	0.07%	139
2023 Q4	$321K	Hold	8,000	–	–	0.08%	134
2023 Q3	$240K	Hold	8,000	–	–	0.07%	150
2023 Q2	$236K	Hold	8,000	–	–	0.07%	152
2023 Q1	$244K	Hold	8,000	–	–	0.08%	156
2022 Q4	$292K	Hold	8,000	–	–	0.12%	131
2022 Q3	$258K	Hold	8,000	–	–	0.1%	133
2022 Q2	$250K	Hold	8,000	–	–	0.1%	130
2022 Q1	$262K	Hold	8,000	–	–	0.09%	139
2021 Q4	$233K	Hold	8,000	–	–	0.07%	158
2021 Q3	$230K	Hold	8,000	–	–	0.08%	153
2021 Q2	$213K	Buy	+8,000	New	+$211K	0.07%	162

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 $3.38T AUM 44.17% 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

Mattern Wealth Management's FBIZ Position: Q2 2026 in Review

Mattern Wealth Management held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 8,000 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #107.

Mattern Wealth Management first reported a position in FBIZ in Q2 2021 and has held it in 21 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Mattern Wealth Management held 8,000 shares of First Business Financial Services worth $505K as of Q2 2026.
Mattern Wealth Management left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #107 holding.
Mattern Wealth Management first reported a position in First Business Financial Services in Q2 2021 and has held it in 21 quarters since.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.