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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 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.

10 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.
10 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.