First Business Financial Services, Inc. 13F holders
141 funds reported a position in First Business Financial Services, Inc. in their 13F for the quarter ended 30 June 2026, together 5.9 million shares worth $375.1 million. Against the quarter before, 9 opened a position, 63 added, 40 trimmed and 13 sold out; together they bought a net 168,386 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding141-3 on Q1 2026
Shares they held5.9Mworth $375.1 million
Net bought on the quarter168,386 sharesabout $10.6 million at the funds' values
Funds buying to selling72 to 53opened or added, to cut or sold
Opened 9Added 63Held 29Trimmed 40Sold out 13
What each fund did in FBIZ against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FBIZ in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 34 reported a position in First Business Financial Services, Inc.: 4 opened one, 9 added, 5 trimmed and 0 sold out, a net 234,398 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Tributary Capital Management, LLC | +145,084 | 145,084 | new | 13F |
| Poehling Capital Management, INC. | +62,520 | 86,368 | added | 13F |
| Walleye Partners, LLC | +19,617 | 19,617 | new | 13F |
| First Business Financial Services, Inc. | -13,000 | 327,189 | trimmed | 13F |
| Wealth Enhancement Advisory Services, LLC | +10,429 | 26,254 | added | 13F |
| Inspire Investing, LLC | +9,362 | 9,362 | new | 13F |
| Harbor Capital Advisors, Inc. | +176 | 2,632 | added | 13F |
| Private Trust Co. NA | +164 | 164 | new | 13F |
| Farther Finance Advisors, LLC | +34 | 78 | added | 13F |
| Uncommon Cents Investing Inc | -34 | 33,844 | trimmed | 13F |
| 1834 Investment Advisors Co. | +34 | 6,847 | added | 13F |
| SJS Investment Consulting Inc. | +27 | 36 | added | 13F |
| IFP Advisors, Inc | -15 | 204 | trimmed | 13F |
| Essential Partners LLC | -15 | 140 | trimmed | 13F |
| Signaturefd, LLC | +14 | 46 | added | 13F |
| Beese Fulmer Investment Management, Inc. | -13 | 4,811 | trimmed | 13F |
| Sterling Capital Management LLC | +9 | 4,425 | added | 13F |
| Assetmark, Inc. | +8 | 16 | added | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in First Business Financial Services, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 214,987 shares worth $13.6 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 64,398 shares, about $4.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 214,987 | $13.6 million | 0.0% | +15,215 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 120,865 | $7.6 million | 0.0% | -1,600 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 73,566 | $4.6 million | 0.0% | +41,870 | added | 30 June 2026 | 13F |
| Millennium Management | 25,364 | $1.6 million | 0.0% | -7,811 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 20,897 | $1.3 million | 0.0% | +16,441 | added | 30 June 2026 | 13F |
| FMR LLC | 1,035 | $65,396 | 0.0% | +283 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 928,380 | 15.62% | $58.6 million | 0.00% | +58,178 | 13F |
| Dimensional Fund Advisors LP | 498,430 | 8.39% | $31.5 million | 0.01% | -1,286 | 13F |
| Vanguard Capital Management LLC | 343,482 | 5.78% | $21.7 million | 0.00% | +2,944 | 13F |
| First Business Financial Services, Inc. | 340,189 | 5.72% | $21.5 million | 1.67% | -21,122 | 13F |
| American Century Companies Inc. | 272,788 | 4.59% | $17.2 million | 0.01% | +32,651 | 13F |
| Manufacturers Life Insurance Company, the | 243,005 | 4.09% | $15.4 million | 0.01% | -1,790 | 13F |
| Geode Capital Management, LLC | 214,987 | 3.62% | $13.6 million | 0.00% | +15,215 | 13F |
| State Street Corp. | 187,371 | 3.15% | $11.8 million | 0.00% | +13,653 | 13F |
| Banc Funds Co. LLC | 163,224 | 2.75% | $10.3 million | 1.70% | -3,000 | 13F |
| Cutler Capital Management, LLC | 154,346 | 2.60% | $9.8 million | 2.94% | -244 | 13F |
| LSV Asset Management | 141,025 | 2.37% | $8.9 million | 0.02% | -2,600 | 13F |
| Pacific Ridge Capital Partners, LLC | 139,808 | 2.35% | $8.8 million | 1.60% | -1,084 | 13F |
| AQR Capital Management LLC | 128,927 | 2.17% | $8.1 million | 0.00% | +34,300 | 13F |
| Federated Hermes, Inc. | 125,563 | 2.11% | $7.9 million | 0.01% | +9,430 | 13F |
| Renaissance Technologies LLC | 120,865 | 2.03% | $7.6 million | 0.01% | -1,600 | 13F |
| Vanguard Portfolio Management LLC | 101,542 | 1.71% | $6.4 million | 0.00% | +9,273 | 13F |
| De Lisle Partners LLP | 98,812 | 1.66% | $6.3 million | 0.68% | no change | 13F |
| Hillsdale Investment Management Inc. | 91,671 | 1.54% | $5.8 million | 0.13% | +8,600 | 13F |
| Northern Trust Corp. | 83,399 | 1.40% | $5.3 million | 0.00% | +3,926 | 13F |
| Bridgeway Capital Management, LLC | 80,557 | 1.36% | $5.1 million | 0.09% | +3,175 | 13F |
| Morgan Stanley | 79,994 | 1.35% | $5.1 million | 0.00% | +4,275 | 13F |
| Two Sigma Investments, LP | 73,566 | 1.24% | $4.6 million | 0.00% | +41,870 | 13F |
| Qube Research & Technologies Ltd | 61,517 | 1.03% | $3.9 million | 0.00% | +1,059 | 13F |
| Vanguard Fiduciary Trust Co. | 54,400 | 0.92% | $3.4 million | 0.00% | +2,707 | 13F |
| Acadian Asset Management LLC | 53,855 | 0.91% | $3.4 million | 0.00% | no change | 13F |
| Vista Investment Management | 52,349 | 0.88% | $3.3 million | 1.00% | -421 | 13F |
| Ameriprise Financial Inc. | 48,817 | 0.82% | $3.1 million | 0.00% | +360 | 13F |
| Empowered Funds, LLC | 45,157 | 0.76% | $2.9 million | 0.01% | +3,175 | 13F |
| Rosenthal | Henry Capital Advisors, Inc. | 45,000 | 0.76% | $2.8 million | 2.49% | no change | 13F |
| Goldman Sachs Group Inc. | 42,680 | 0.72% | $2.7 million | 0.00% | -12,719 | 13F |
| AllianceBernstein L.P. | 43,294 | 0.73% | $2.3 million | 0.00% | -15,690 | 13F |
| Uncommon Cents Investing Inc | 33,878 | 0.57% | $2.1 million | 0.46% | -125 | 13F |
| Bank of New York Mellon Corp | 32,634 | 0.55% | $2.1 million | 0.00% | +1,825 | 13F |
| Royal Bank of Canada | 31,243 | 0.53% | $2.0 million | 0.00% | +221 | 13F |
| First Trust Advisors LP | 30,700 | 0.52% | $1.9 million | 0.00% | +1,287 | 13F |
| Daytona Street Capital LLC | 29,623 | 0.50% | $1.9 million | 1.37% | -1,167 | 13F |
| Squarepoint Ops LLC | 28,061 | 0.47% | $1.8 million | 0.00% | +13,681 | 13F |
| Millennium Management LLC | 25,364 | 0.43% | $1.6 million | 0.00% | -7,811 | 13F |
| Kennedy Capital Management LLC | 24,280 | 0.41% | $1.5 million | 0.03% | -997 | 13F |
| Bank of America Corp. | 23,989 | 0.40% | $1.5 million | 0.00% | -35 | 13F |
| Charles Schwab Investment Management Inc. | 23,895 | 0.40% | $1.5 million | 0.00% | +1,522 | 13F |
| Poehling Capital Management, INC. | 23,848 | 0.40% | $1.5 million | 0.32% | -1,767 | 13F |
| Creative Planning | 23,415 | 0.39% | $1.5 million | 0.00% | +10,029 | 13F |
| Stifel Financial Corp. | 23,363 | 0.39% | $1.5 million | 0.00% | +173 | 13F |
| Quantinno Capital Management LP | 22,724 | 0.38% | $1.4 million | 0.00% | +9,365 | 13F |
| Nuveen, LLC | 21,958 | 0.37% | $1.4 million | 0.00% | +2,438 | 13F |
| Baird Financial Group, Inc. | 21,240 | 0.36% | $1.3 million | 0.00% | no change | 13F |
| Citadel Advisors LLC | 20,897 | 0.35% | $1.3 million | 0.00% | +16,441 | 13F |
| Gsa Capital Partners LLP | 19,167 | 0.32% | $1.2 million | 0.08% | -10,109 | 13F |
| Gator Capital Management, LLC | 17,835 | 0.30% | $1.1 million | 0.24% | -6,980 | 13F |
The 50 largest of the 141 funds that reported a position in FBIZ in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.