Thompson Investment Management’s First Business Financial Services FBIZ Stock Holding History

Thompson Investment 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	$414K	Hold	6,020	–	–	0.05%	153
2026 Q2	$380K	Hold	6,020	–	–	0.04%	153
2026 Q1	$325K	Hold	6,020	–	–	0.04%	152
2025 Q4	$327K	Hold	6,020	–	–	0.04%	145
2025 Q3	$309K	Hold	6,020	–	–	0.04%	151
2025 Q2	$305K	Hold	6,020	–	–	0.04%	153
2025 Q1	$284K	Hold	6,020	–	–	0.04%	152
2024 Q4	$279K	Hold	6,020	–	–	0.04%	158
2024 Q3	$274K	Hold	6,020	–	–	0.04%	156
2024 Q2	$223K	Hold	6,020	–	–	0.03%	164
2024 Q1	$226K	Hold	6,020	–	–	0.03%	166
2023 Q4	$241K	Hold	6,020	–	–	0.04%	166
2023 Q3	$181K	Hold	6,020	–	–	0.03%	172
2023 Q2	$178K	Hold	6,020	–	–	0.03%	177
2023 Q1	$184K	Hold	6,020	–	–	0.03%	175
2022 Q4	$220K	Buy	+6,020	New	+$221K	0.04%	176

Other funds holding FBIZ

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Thompson Investment Management's FBIZ Position: Q3 2026 in Review

Thompson Investment Management held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 6,020 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #153.

Thompson Investment Management first reported a position in FBIZ in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

Thompson Investment Management held 6,020 shares of First Business Financial Services worth $414K as of Q3 2026.
Thompson Investment Management left its First Business Financial Services share count unchanged in Q3 2026.
First Business Financial Services made up 0.05% of Thompson Investment Management's portfolio in Q3 2026, its #153 holding.
Thompson Investment Management first reported a position in First Business Financial Services in Q4 2022 and has held it in 16 quarters since.
12 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on Thompson Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.