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Wealthspire Advisors (New York)’s First Business Financial Services FBIZ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,800
Closed -$92.3K – 1635
2025
Q3 		$92.3K Buy
+1,800
New +$92.1K ﹤0.01% 1033

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 $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBIZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Business Financial Services (FBIZ) in Q4 2025, closing a stake of 1,800 shares — an estimated $92.3K sold.

Wealthspire Advisors (New York) first reported a position in FBIZ in Q3 2025 and held it in 1 quarter. The position peaked at $92.3K in Q3 2025. 139 funds tracked by Wall St. Rank hold FBIZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Business Financial Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,800 First Business Financial Services shares in Q4 2025, an estimated $92.3K.
  • Wealthspire Advisors (New York) first reported a position in First Business Financial Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Business Financial Services position peaked at $92.3K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.