Parallel Advisors
FBIZ icon

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

Parallel 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
Q3 		$3.03K Hold
44
– – ﹤0.01% 3538
2026
Q2 		$2.78K Buy
44
+29
+193% +$1.68K ﹤0.01% 3431
2026
Q1 		$809 Buy
+15
New +$834 ﹤0.01% 3575

Other funds holding FBIZ

First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Walleye Partners
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Parallel Advisors's FBIZ Position: Q3 2026 in Review

Parallel Advisors held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 44 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Parallel Advisors first reported a position in FBIZ in Q1 2026 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Parallel Advisors held 44 shares of First Business Financial Services worth $3.03K as of Q3 2026.
  • Parallel Advisors left its First Business Financial Services share count unchanged in Q3 2026.
  • First Business Financial Services made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3538 holding.
  • Parallel Advisors first reported a position in First Business Financial Services in Q1 2026 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.