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FBIZ icon

NewEdge Advisors’s First Business Financial Services FBIZ Stock Holding History

NewEdge 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 		$25.5K Sell
404
-3,872
-91% -$224K ﹤0.01% 3287
2026
Q1 		$231K Buy
+4,276
New +$238K ﹤0.01% 2527

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 $3.37T 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

NewEdge Advisors's FBIZ Position: Q2 2026 in Review

NewEdge Advisors reduced its First Business Financial Services (FBIZ) stake by 91% in Q2 2026, selling an estimated $224K and leaving 404 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3287.

NewEdge Advisors first reported a position in FBIZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $231K in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • NewEdge Advisors held 404 shares of First Business Financial Services worth $25.5K as of Q2 2026.
  • NewEdge Advisors sold 3,872 First Business Financial Services shares in Q2 2026, an estimated $224K.
  • First Business Financial Services made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3287 holding.
  • NewEdge Advisors first reported a position in First Business Financial Services in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Advisors's First Business Financial Services position peaked at $231K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.