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

Wealth Enhancement Trust 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 		$401K Buy
6,343
+3
+0% +$174 0.04% 228
2026
Q1 		$342K Sell
6,340
-2,170
-25% -$121K 0.04% 236
2025
Q4 		$462K Buy
+8,510
New +$445K 0.06% 203

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

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

Wealth Enhancement Trust Services increased its First Business Financial Services (FBIZ) stake by 0.05% in Q2 2026, buying an estimated $174 and bringing the position to 6,343 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #228.

Wealth Enhancement Trust Services first reported a position in FBIZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $462K in Q4 2025. 78 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 6,343 shares of First Business Financial Services worth $401K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 3 First Business Financial Services shares in Q2 2026, an estimated $174.
  • First Business Financial Services made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #228 holding.
  • Wealth Enhancement Trust Services first reported a position in First Business Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's First Business Financial Services position peaked at $462K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

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