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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 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.

10 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.
10 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.