SignatureFD’s First Business Financial Services FBIZ Stock Holding History

SignatureFD’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	$3.16K	Buy	46 +14	+44%	+$967	﹤0.01%	3066
2026 Q2	$2.02K	Sell	32 -121	-79%	-$7K	﹤0.01%	3129
2026 Q1	$8.25K	Buy	153 +2	+1%	+$111	﹤0.01%	2589
2025 Q4	$8.2K	Buy	151 +138	+1,062%	+$7.22K	﹤0.01%	2507
2025 Q3	$666	Sell	13 -11	-46%	-$563	﹤0.01%	3145
2025 Q2	$1.22K	Sell	24 -5	-17%	-$240	﹤0.01%	2979
2025 Q1	$1.37K	Buy	29 +20	+222%	+$987	﹤0.01%	2977
2024 Q4	$417	Buy	+9	New	+$421	﹤0.01%	3154

Other funds holding FBIZ

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

SignatureFD's FBIZ Position: Q3 2026 in Review

SignatureFD increased its First Business Financial Services (FBIZ) stake by 44% in Q3 2026, buying an estimated $967 and bringing the position to 46 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

SignatureFD first reported a position in FBIZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.25K in Q1 2026. 38 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

SignatureFD held 46 shares of First Business Financial Services worth $3.16K as of Q3 2026.
SignatureFD bought 14 First Business Financial Services shares in Q3 2026, an estimated $967.
First Business Financial Services made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3066 holding.
SignatureFD first reported a position in First Business Financial Services in Q4 2024 and has held it in 8 quarters since.
SignatureFD's First Business Financial Services position peaked at $8.25K in Q1 2026.
38 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.