Root Financial Partners
FBIZ icon

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
Q3 		$1.93K Buy
+28
New +$1.93K ﹤0.01% 2666
2026
Q2 		– Sell
-11
Closed -$593 – 1320
2026
Q1 		$593 Buy
+11
New +$611 ﹤0.01% 2806

Other funds holding FBIZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's FBIZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Business Financial Services (FBIZ) in Q3 2026: 28 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #2666 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBIZ as recently as Q1 2026.

Root Financial Partners first reported a position in FBIZ in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Root Financial Partners held 28 shares of First Business Financial Services worth $1.93K as of Q3 2026.
  • First Business Financial Services was a new Root Financial Partners position in Q3 2026.
  • First Business Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2666 holding.
  • Root Financial Partners first reported a position in First Business Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.