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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

Other funds holding FBIZ

FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 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. 28 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.
  • 28 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.