SOADOR
FBIZ icon

State of Alaska Department of Revenue’s First Business Financial Services FBIZ Stock Holding History

State of Alaska Department of Revenue’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 		$56K Hold
905
– – ﹤0.01% 1899
2026
Q1 		$48K Hold
905
– – ﹤0.01% 1911
2025
Q4 		$48K Buy
905
+575
+174% +$30.1K ﹤0.01% 1921
2025
Q3 		$16K Buy
+330
New +$16.9K ﹤0.01% 2044

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

State of Alaska Department of Revenue's FBIZ Position: Q2 2026 in Review

State of Alaska Department of Revenue held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 905 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

State of Alaska Department of Revenue first reported a position in FBIZ in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • State of Alaska Department of Revenue held 905 shares of First Business Financial Services worth $56K as of Q2 2026.
  • State of Alaska Department of Revenue left its First Business Financial Services share count unchanged in Q2 2026.
  • First Business Financial Services made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #1899 holding.
  • State of Alaska Department of Revenue first reported a position in First Business Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.