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Whittier Trust’s First Business Financial Services FBIZ Stock Holding History

Whittier Trust’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
Q1 		– Sell
-131
Closed -$7.14K – 1371
2025
Q4 		$7.14K Sell
131
-8
-6% -$418 ﹤0.01% 1188
2025
Q3 		$6.98K Buy
+139
New +$7.11K ﹤0.01% 1182

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Whittier Trust's FBIZ Position: Q1 2026 in Review

Whittier Trust sold out of First Business Financial Services (FBIZ) in Q1 2026, closing a stake of 131 shares — an estimated $7.14K sold.

Whittier Trust first reported a position in FBIZ in Q3 2025 and held it in 2 quarters. The position peaked at $7.14K in Q4 2025. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Whittier Trust reported no remaining First Business Financial Services position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 131 First Business Financial Services shares in Q1 2026, an estimated $7.14K.
  • Whittier Trust first reported a position in First Business Financial Services in Q3 2025 and held it in 2 quarters.
  • Whittier Trust's First Business Financial Services position peaked at $7.14K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.