Smartleaf Asset Management
FBIZ icon

Smartleaf Asset Management’s First Business Financial Services FBIZ Stock Holding History

Smartleaf Asset Management’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 		$7.58K Buy
110
+59
+116% +$4.07K ﹤0.01% 2542
2026
Q2 		$3.22K Hold
51
– – ﹤0.01% 2834
2026
Q1 		$2.76K Buy
51
+16
+46% +$889 ﹤0.01% 2866
2025
Q4 		$1.92K Buy
+35
New +$1.83K ﹤0.01% 2997

Other funds holding FBIZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Smartleaf Asset Management's FBIZ Position: Q3 2026 in Review

Smartleaf Asset Management increased its First Business Financial Services (FBIZ) stake by 116% in Q3 2026, buying an estimated $4.07K and bringing the position to 110 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Smartleaf Asset Management first reported a position in FBIZ in Q4 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • Smartleaf Asset Management held 110 shares of First Business Financial Services worth $7.58K as of Q3 2026.
  • Smartleaf Asset Management bought 59 First Business Financial Services shares in Q3 2026, an estimated $4.07K.
  • First Business Financial Services made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2542 holding.
  • Smartleaf Asset Management first reported a position in First Business Financial Services in Q4 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.