Wealth Enhancement Advisory Services
FBIZ icon

Wealth Enhancement Advisory Services’s First Business Financial Services FBIZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.01M Buy
15,825
+10,520
+198% +$609K ﹤0.01% 2063
2026
Q1 		$293K Sell
5,305
-9,330
-64% -$518K ﹤0.01% 2802
2025
Q4 		$798K Buy
14,635
+298
+2% +$15.6K ﹤0.01% 2111
2025
Q3 		$719K Buy
14,337
+1,253
+10% +$64.1K ﹤0.01% 2080
2025
Q2 		$716K Sell
13,084
-142
-1% -$6.81K ﹤0.01% 1953
2025
Q1 		$624K Buy
13,226
+1,047
+9% +$51.7K ﹤0.01% 1891
2024
Q4 		$564K Buy
12,179
+67
+0.6% +$3.14K ﹤0.01% 1901
2024
Q3 		$552K Sell
12,112
-770
-6% -$32.5K ﹤0.01% 1764
2024
Q2 		$477K Buy
12,882
+58
+0.5% +$1.99K ﹤0.01% 1678
2024
Q1 		$481K Hold
12,824
– – ﹤0.01% 1611
2023
Q4 		$514K Buy
12,824
+8
+0.1% +$269 ﹤0.01% 1487
2023
Q3 		$385K Buy
+12,816
New +$405K ﹤0.01% 1591

Other funds holding FBIZ

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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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

Wealth Enhancement Advisory Services's FBIZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Business Financial Services (FBIZ) stake by 198% in Q2 2026, buying an estimated $609K and bringing the position to 15,825 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Wealth Enhancement Advisory Services first reported a position in FBIZ in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,825 shares of First Business Financial Services worth $1.01M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,520 First Business Financial Services shares in Q2 2026, an estimated $609K.
  • First Business Financial Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2063 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Business Financial Services in Q3 2023 and has held it in 12 quarters since.
  • 10 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.