Sequoia Financial Advisors’s First Business Financial Services FBIZ Stock Holding History

Sequoia Financial 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	$255K	Buy	+4,034	New	+$234K	﹤0.01%	1795

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Sequoia Financial Advisors's FBIZ Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in First Business Financial Services (FBIZ) in Q2 2026: 4,034 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings.

141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

Sequoia Financial Advisors held 4,034 shares of First Business Financial Services worth $255K as of Q2 2026.
First Business Financial Services was a new Sequoia Financial Advisors position in Q2 2026.
First Business Financial Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1795 holding.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.