Physician Wealth Advisors’s First Business Financial Services FBIZ Stock Holding History

Physician Wealth 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 Q1	–	Sell	-14	Closed	-$761	–	2122
2025 Q4	$761	Hold	14	–	–	﹤0.01%	1723
2025 Q3	$718	Hold	14	–	–	﹤0.01%	1722
2025 Q2	$710	Hold	14	–	–	﹤0.01%	1601
2025 Q1	$661	Buy	+14	New	+$691	﹤0.01%	1302

Other funds holding FBIZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FBFS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFC

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

CCM

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

Physician Wealth Advisors's FBIZ Position: Q1 2026 in Review

Physician Wealth Advisors sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 14 shares — an estimated $761 sold.

Physician Wealth Advisors first reported a position in FBIZ in Q1 2025 and held it in 4 quarters. The position peaked at $761 in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

Physician Wealth Advisors reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 14 First Business Financial Services shares in Q1 2026, an estimated $761.
Physician Wealth Advisors first reported a position in First Business Financial Services in Q1 2025 and held it in 4 quarters.
Physician Wealth Advisors's First Business Financial Services position peaked at $761 in Q4 2025.
144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.