TWD
FBIZ icon

True Wealth Design’s First Business Financial Services FBIZ Stock Holding History

True Wealth Design’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 		$1.58K Hold
23
– – ﹤0.01% 1765
2026
Q2 		$1.45K Buy
23
+1
+5% +$58 ﹤0.01% 1836
2026
Q1 		$1.19K Hold
22
– – ﹤0.01% 1740
2025
Q4 		$1.2K Buy
22
+3
+16% +$157 ﹤0.01% 1647
2025
Q3 		$974 Buy
+19
New +$972 ﹤0.01% 1756

Other funds holding FBIZ

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WP
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
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
State of Alaska Department of Revenue
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
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's FBIZ Position: Q3 2026 in Review

True Wealth Design held its First Business Financial Services (FBIZ) position steady in Q3 2026 at 23 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

True Wealth Design first reported a position in FBIZ in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold FBIZ as of Q3 2026.

  • True Wealth Design held 23 shares of First Business Financial Services worth $1.58K as of Q3 2026.
  • True Wealth Design left its First Business Financial Services share count unchanged in Q3 2026.
  • First Business Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1765 holding.
  • True Wealth Design first reported a position in First Business Financial Services in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.