Rosenthal Henry Capital Advisors’s First Business Financial Services FBIZ Stock Holding History

Rosenthal Henry Capital 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 Q2	$2.84M	Hold	45,000	–	–	2.49%	10
2026 Q1	$2.43M	Hold	45,000	–	–	2.37%	14
2025 Q4	$2.44M	Hold	45,000	–	–	2.26%	17
2025 Q3	$2.31M	Hold	45,000	–	–	2.22%	18
2025 Q2	$2.28M	Hold	45,000	–	–	2.3%	17
2025 Q1	$2.12M	Hold	45,000	–	–	2.14%	19
2024 Q4	$2.08M	Hold	45,000	–	–	1.93%	24
2024 Q3	$2.05M	Hold	45,000	–	–	2.06%	21
2024 Q2	$1.66M	Hold	45,000	–	–	2.36%	24
2024 Q1	$1.69M	Hold	45,000	–	–	2.27%	23
2023 Q4	$1.8M	Hold	45,000	–	–	2.06%	25
2023 Q3	$1.35M	Hold	45,000	–	–	1.82%	26
2023 Q2	$1.33M	Sell	45,000 -5,000	-10%	-$142K	1.67%	24
2023 Q1	$1.53M	Hold	50,000	–	–	1.71%	24
2022 Q4	$1.83M	Hold	50,000	–	–	1.64%	24
2022 Q3	$1.62M	Buy	+50,000	New	+$1.66M	1.5%	31
2022 Q1	$1.64M	Hold	50,000	–	–	1.29%	35
2021 Q4	$1.46M	Hold	50,000	–	–	1.1%	37
2021 Q3	$1.44M	Hold	50,000	–	–	1.09%	36
2021 Q2	$1.35M	Hold	50,000	–	–	1.09%	34
2021 Q1	$1.24M	Hold	50,000	–	–	1%	33
2020 Q4	$921K	Hold	50,000	–	–	0.96%	35
2020 Q3	$715K	Hold	50,000	–	–	0.91%	37
2020 Q2	$823K	Sell	50,000 -20,000	-29%	-$313K	1.07%	34
2020 Q1	$1.08M	Hold	70,000	–	–	1.45%	29
2019 Q4	$1.84M	Hold	70,000	–	–	1.73%	28
2019 Q3	$1.69M	Hold	70,000	–	–	1.75%	26
2019 Q2	$1.65M	Hold	70,000	–	–	1.55%	29
2019 Q1	$1.4M	Sell	70,000 -3,800	-5%	-$80.3K	1.37%	32
2018 Q4	$1.44M	Sell	73,800 -1,200	-2%	-$24.9K	1.36%	32
2018 Q3	$1.74M	Hold	75,000	–	–	1.36%	32
2018 Q2	$1.95M	Hold	75,000	–	–	1.44%	32
2018 Q1	$1.89M	Hold	75,000	–	–	1.5%	32
2017 Q4	$1.66M	Hold	75,000	–	–	1.31%	34
2017 Q3	$1.71M	Hold	75,000	–	–	1.31%	37
2017 Q2	$1.73M	Sell	75,000 -15,000	-17%	-$367K	1.43%	31
2017 Q1	$2.34M	Hold	90,000	–	–	1.96%	22
2016 Q4	$2.13M	Buy	+90,000	New	+$2M	1.77%	27

Other funds holding FBIZ

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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 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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 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

Rosenthal Henry Capital Advisors's FBIZ Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 45,000 shares worth $2.84M. The position accounts for 2.49% of the portfolio, ranked #10.

Rosenthal Henry Capital Advisors first reported a position in FBIZ in Q4 2016 and has held it in 38 quarters since. 30 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Rosenthal Henry Capital Advisors held 45,000 shares of First Business Financial Services worth $2.84M as of Q2 2026.
Rosenthal Henry Capital Advisors left its First Business Financial Services share count unchanged in Q2 2026.
First Business Financial Services made up 2.49% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #10 holding.
Rosenthal Henry Capital Advisors first reported a position in First Business Financial Services in Q4 2016 and has held it in 38 quarters since.
30 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.