VCM
FBIZ icon

Versant Capital Management’s First Business Financial Services FBIZ Stock Holding History

Versant Capital 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
Q2 		$42.7K Hold
676
– – ﹤0.01% 1474
2026
Q1 		$36.5K Hold
676
– – ﹤0.01% 1427
2025
Q4 		$36.7K Buy
676
+89
+15% +$4.66K ﹤0.01% 1256
2025
Q3 		$30.1K Buy
587
+364
+163% +$18.6K ﹤0.01% 1339
2025
Q2 		$11.3K Hold
223
– – ﹤0.01% 1836
2025
Q1 		$10.5K Hold
223
– – ﹤0.01% 1706
2024
Q4 		$10.3K Buy
+223
New +$10.4K ﹤0.01% 1377

Other funds holding FBIZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Versant Capital Management's FBIZ Position: Q2 2026 in Review

Versant Capital Management held its First Business Financial Services (FBIZ) position steady in Q2 2026 at 676 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Versant Capital Management first reported a position in FBIZ in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Versant Capital Management held 676 shares of First Business Financial Services worth $42.7K as of Q2 2026.
  • Versant Capital Management left its First Business Financial Services share count unchanged in Q2 2026.
  • First Business Financial Services made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1474 holding.
  • Versant Capital Management first reported a position in First Business Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.