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

Northwestern Mutual 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
2025 Q4	–	Sell	-652	Closed	-$33.4K	–	4092
2025 Q3	$33.4K	Buy	+652	New	+$33.4K	﹤0.01%	2486
2016 Q2	–	Sell	-470	Closed	-$11K	–	2104
2016 Q1	$11K	Buy	+470	New	+$10.5K	﹤0.01%	1390

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's FBIZ Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of First Business Financial Services (FBIZ) in Q4 2025, closing a stake of 652 shares — an estimated $33.4K sold.

Northwestern Mutual Wealth Management first reported a position in FBIZ in Q1 2016 and held it in 2 quarters. The position peaked at $33.4K in Q3 2025. 139 funds tracked by Wall St. Rank hold FBIZ as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining First Business Financial Services position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 652 First Business Financial Services shares in Q4 2025, an estimated $33.4K.
Northwestern Mutual Wealth Management first reported a position in First Business Financial Services in Q1 2016 and held it in 2 quarters.
Northwestern Mutual Wealth Management's First Business Financial Services position peaked at $33.4K in Q3 2025.
139 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.