Kestra Advisory Services, LLC
Position in FBIZ — First Business Financial Services, Inc.
CIK 1830819
AUSTIN, TX
Position in FBIZ
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$496,156
-$3,404 QoQ
Shares Held
9,200
0.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,838,654 across 62 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
129,082 | $31,782,570 | |
| 2 | KEY |
Keycorp /New/
|
1,129,008 | $26,023,634 | |
| 3 | USB |
US Bancorp De
|
244,202 | $14,749,800 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
749,024 | $13,280,195 | |
| 5 | TFC |
Truist Financial Corp
|
246,485 | $12,279,882 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,045 | $11,220,166 | |
| 7 | VLY |
Valley National Bancorp
|
345,975 | $5,068,533 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
99,972 | $4,229,815 |
All Filings in FBIZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,156 | 9,200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $499,560 | 9,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $471,592 | 9,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $466,072 | 9,200 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $433,780 | 9,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $425,868 | 9,200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $419,428 | 9,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $340,308 | 9,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345,000 | 9,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $368,920 | 9,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,092 | 9,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $271,308 | 9,200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $280,692 | 9,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $336,260 | 9,200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $297,252 | 9,200 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $286,948 | 9,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $301,852 | 9,200 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $268,364 | 9,200 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $264,132 | 9,200 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||