WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in FBIZ — First Business Financial Services, Inc.

CIK 1632972 PLYMOUTH, MN

Position in FBIZ

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$999,665

+$713,567 QoQ

Shares Held

15,825

+198.3% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 141 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. FBIZ ranks #64 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	291,021	$71,655,190
2	USB	US Bancorp De	582,496	$35,182,758
3	TFC	Truist Financial Corp	606,292	$30,205,467
4	MTB	M&T Bank Corp	84,778	$20,178,011
5	BPOP	Popular, Inc.	87,108	$14,301,391
6	CFG	Citizens Financial Group Inc/Ri	198,819	$13,931,247
7	HBAN	Huntington Bancshares Inc /Md/	737,223	$13,070,963
8	EWBC	East West Bancorp Inc	82,955	$10,708,660

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$999,665	15,825	+198.3%	Shares	Sole	2026-07-15
2026-03-31	$286,098	5,305	-63.8%	Shares	Sole	2026-04-08
2025-12-31	$794,680	14,635	+2.1%	Shares	Sole	2026-01-08
2025-09-30	$734,914	14,337	+9.6%	Shares	Sole	2025-10-29
2025-06-30	$662,835	13,084	-1.1%	Shares	Sole	2025-07-10
2025-03-31	$623,605	13,226	+8.6%	Shares	Sole	2025-04-16
2024-12-31	$563,765	12,179	+0.6%	Shares	Sole	2025-03-17
2024-09-30	$552,186	12,112	-6.0%	Shares	Sole	2024-10-24
2024-06-30	$476,505	12,882	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$480,900	12,824	0.0%	Shares	Sole	2024-04-15
2023-12-31	$514,242	12,824	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$384,608	12,816	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.