Mercer Global Advisors
FBIZ icon

Mercer Global Advisors’s First Business Financial Services FBIZ Stock Holding History

Mercer Global 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 		$470K Buy
7,437
+2,708
+57% +$157K ﹤0.01% 2356
2026
Q1 		$255K Buy
4,729
+700
+17% +$38.9K ﹤0.01% 2596
2025
Q4 		$219K Buy
+4,029
New +$211K ﹤0.01% 2489

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 $3.38T 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

Mercer Global Advisors's FBIZ Position: Q2 2026 in Review

Mercer Global Advisors increased its First Business Financial Services (FBIZ) stake by 57% in Q2 2026, buying an estimated $157K and bringing the position to 7,437 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Mercer Global Advisors first reported a position in FBIZ in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Mercer Global Advisors held 7,437 shares of First Business Financial Services worth $470K as of Q2 2026.
  • Mercer Global Advisors bought 2,708 First Business Financial Services shares in Q2 2026, an estimated $157K.
  • First Business Financial Services made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2356 holding.
  • Mercer Global Advisors first reported a position in First Business Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.