RIL
FBIZ icon

Rothschild Investment LLC’s First Business Financial Services FBIZ Stock Holding History

Rothschild Investment LLC’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 		$3.35K Buy
53
+25
+89% +$1.45K ﹤0.01% 2504
2026
Q1 		$1.51K Buy
28
+3
+12% +$167 ﹤0.01% 2680
2025
Q4 		$1.36K Buy
25
+15
+150% +$784 ﹤0.01% 2557
2025
Q3 		$513 Buy
+10
New +$512 ﹤0.01% 2818

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Rothschild Investment LLC's FBIZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Business Financial Services (FBIZ) stake by 89% in Q2 2026, buying an estimated $1.45K and bringing the position to 53 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Rothschild Investment LLC first reported a position in FBIZ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Rothschild Investment LLC held 53 shares of First Business Financial Services worth $3.35K as of Q2 2026.
  • Rothschild Investment LLC bought 25 First Business Financial Services shares in Q2 2026, an estimated $1.45K.
  • First Business Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2504 holding.
  • Rothschild Investment LLC first reported a position in First Business Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.