First Business Financial Services, Inc.

Position in FBIZ — First Business Financial Services, Inc.

CIK 1521951 MADISON, WI

Position in FBIZ

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$21,489,739

+$2,004,237 QoQ

Shares Held

340,189

-5.8% QoQ

Ownership

4.07%

of shares outstanding

% of Portfolio

5.86%

of 13F equity value

Holder Rank

of 141 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

First Business Financial Services, Inc. holds $22,538,882 across 5 Banks - Regional names. FBIZ ranks #1 (95.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FBIZ	First Business Financial Services, Inc. This page	340,189	$21,489,739
2	USB	US Bancorp \De\	5,053	$305,201
3	PNC	Pnc Financial Services Group, Inc.	1,130	$278,228
4	TFC	Truist Financial Corp	4,818	$240,032
5	KEY	Keycorp /New/	9,791	$225,682

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,489,739	340,189	-5.8%	Shares	Sole	2026-07-28
2026-03-31	$19,485,502	361,311	0.0%	Shares	Sole	2026-05-01
2025-12-31	$19,619,187	361,311	-3.5%	Shares	Sole	2026-02-06
2025-09-30	$19,183,183	374,233	-5.1%	Shares	Sole	2025-10-30
2025-06-30	$19,984,914	394,491	+0.2%	Shares	Sole	2025-07-31
2025-03-31	$18,568,565	393,819	+4.7%	Shares	Sole	2025-05-02
2024-12-31	$17,409,113	376,088	+2.8%	Shares	Sole	2025-02-06
2024-09-30	$16,681,928	365,912	+3.4%	Shares	Sole	2024-11-06
2024-06-30	$13,084,028	353,718	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$13,132,125	350,190	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$14,015,832	349,522	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$10,670,115	355,552	-2.0%	Shares	Sole	2023-11-14
2023-06-30	$10,701,773	362,895	+2.4%	Shares	Sole	2023-08-07
2023-03-31	$10,816,252	354,515	-0.1%	Shares	Sole	2023-05-09
2022-12-31	$12,976,894	355,045	-1.5%	Shares	Sole	2023-02-02
2022-09-30	$11,648,498	360,523	+1.6%	Shares	Sole	2022-11-15
2022-06-30	$11,071,295	354,963	+3.5%	Shares	Sole	2022-08-02
2022-03-31	$11,252,616	342,963	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$9,996,704	342,705	+0.2%	Shares	Sole	2022-02-10
2021-09-30	$9,824,131	342,185	+0.3%	Shares	Sole	2021-10-26
2021-06-30	$9,234,037	341,117	-1.3%	Shares	Sole	2021-07-20
2021-03-31	$8,550,768	345,765	+0.3%	Shares	Sole	2021-04-20
2020-12-31	$6,344,417	344,618	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$4,892,967	342,405	+3.4%	Shares	Sole	2020-11-04
2020-06-30	$5,446,973	331,123	-0.6%	Shares	Sole	2020-08-12
2020-03-31	$5,165,731	333,273	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.