Merit Financial Group’s First Business Financial Services FBIZ Stock Holding History

Merit Financial Group’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	$225K	Buy	+3,565	New	+$206K	﹤0.01%	2025

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 $3.37T 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

Merit Financial Group's FBIZ Position: Q2 2026 in Review

Merit Financial Group opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 3,565 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings.

142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Merit Financial Group held 3,565 shares of First Business Financial Services worth $225K as of Q2 2026.
First Business Financial Services was a new Merit Financial Group position in Q2 2026.
First Business Financial Services made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2025 holding.
142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.