1834 INVESTMENT ADVISORS CO
Position in FBIZ — First Business Financial Services, Inc.
CIK 1138486
Milwaukee, WI
Position in FBIZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$430,377
+$65,164 QoQ
Shares Held
6,813
+0.6% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#77
of 141 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 20261834 INVESTMENT ADVISORS CO holds $21,848,015 across 6 Banks - Regional names. FBIZ ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
186,047 | $9,268,861 | |
| 2 | USB |
US Bancorp \De\
|
96,080 | $5,803,232 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
108,564 | $4,975,488 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
14,066 | $985,604 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
This page
|
6,813 | $430,377 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,811 | $384,453 |
All Filings in FBIZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,377 | 6,813 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $365,213 | 6,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,439 | 6,730 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $343,134 | 6,694 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $337,192 | 6,656 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $311,991 | 6,617 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,634 | 6,581 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $298,477 | 6,547 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $240,730 | 6,508 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $242,287 | 6,461 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,401 | 6,419 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $227,998 | 6,238 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $200,548 | 6,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $192,535 | 6,173 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $201,354 | 6,137 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $177,995 | 6,102 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $174,154 | 6,066 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $163,177 | 6,028 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $148,107 | 5,989 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $109,373 | 5,941 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $84,196 | 5,892 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $96,068 | 5,840 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $89,543 | 5,777 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||