RFP
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Root Financial Partners’s First Business Financial Services FBIZ Stock Holding History

Root Financial Partners’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 		– Sell
-11
Closed -$593 – 1320
2026
Q1 		$593 Buy
+11
New +$611 ﹤0.01% 2806

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FBFS
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American Century Companies
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Manulife (Manufacturers Life Insurance)
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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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

Root Financial Partners's FBIZ Position: Q2 2026 in Review

Root Financial Partners sold out of First Business Financial Services (FBIZ) in Q2 2026, closing a stake of 11 shares — an estimated $593 sold.

Root Financial Partners first reported a position in FBIZ in Q1 2026 and held it in 1 quarter. The position peaked at $593 in Q1 2026. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Root Financial Partners reported no remaining First Business Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 First Business Financial Services shares in Q2 2026, an estimated $593.
  • Root Financial Partners first reported a position in First Business Financial Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First Business Financial Services position peaked at $593 in Q1 2026.
  • 141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.