First Business Financial Services, Inc. Portfolio Holdings

First Business Financial Services, Inc.

  • $1 Billion
  • Q4 2024

First Business Financial Services, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $255M, Ishares Tr with a value of $117M, Ishares Russell 1000 Gr ETF with a value of $81.6M, Ishares Core S&P Sm Cap ETF with a value of $61.5M, and Ishares Core Dividend Growth E with a value of $55.5M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $981M to 1B.

Below you can find more details about First Business Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1 Billion
ETFs: $783 Million
Technology: $61.3 Million
Financial Services: $40.6 Million
Industrials: $27 Million
Healthcare: $21.6 Million
Communication Services: $16.8 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $12.1 Million
Other: $21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$255 Million 25.47% of portfolio
878,973
Q4 2024 Added 0.15%
$0
$117 Million 11.69% of portfolio
1,664,076
Q4 2024 Added 0.39%
$0
$81.6 Million 8.16% of portfolio
203,157
Q4 2024 Added 0.02%
$0
$61.5 Million 6.14% of portfolio
533,412
Q4 2024 Added 0.71%
$0
$55.5 Million 5.55% of portfolio
904,501
Q4 2024 Added 0.67%
$0
$53.2 Million 5.32% of portfolio
287,455
Q4 2024 Added 0.37%
$0
$47 Million 4.7% of portfolio
754,722
Q4 2024 Added 0.68%
$0
$40.4 Million 4.04% of portfolio
416,621
Q4 2024 Added 1.3%
$0
$25.1 Million 2.51% of portfolio
42,830
Q4 2024 Reduced 0.06%
$453M
$17.4 Million 1.74% of portfolio
376,088
Q4 2024 Added 2.78%
$3.95T
$14.7 Million 1.47% of portfolio
58,728
Q4 2024 Added 1.0%
$335B
$11.3 Million 1.13% of portfolio
84,189
Q4 2024 Added 2.97%
$0
$10.4 Million 1.04% of portfolio
206,520
Q4 2024 Added 2.28%
$88.6B
$8.82 Million 0.88% of portfolio
38,053
Q4 2024 Added 3.57%
$3.04T
$7.82 Million 0.78% of portfolio
18,548
Q4 2024 Added 1.16%
$775B
$7.52 Million 0.75% of portfolio
31,355
Q4 2024 Added 1.45%
$180B
$5.32 Million 0.53% of portfolio
14,667
Q4 2024 Added 2,098.95%
$830B
$4.64 Million 0.46% of portfolio
6,015
Q4 2024 Added 2.05%
$0
$4.28 Million 0.43% of portfolio
40,162
Q4 2024 New
$148B
$4.25 Million 0.43% of portfolio
10,040
Q4 2024 New
$3.33B
$4.28 Million 0.43% of portfolio
45,584
Q4 2024 Added 569.57%
$0
$4.21 Million 0.42% of portfolio
20,335
Q3 2023 Reduced 0.26%
$38.5B
$4.04 Million 0.4% of portfolio
12,794
Q4 2024 Added 8.92%
$458B
$3.83 Million 0.38% of portfolio
4,180
Q4 2024 Added 2.55%
$0
$3.46 Million 0.35% of portfolio
5,873
Q4 2023 Reduced 7.6%
$330B
$3.27 Million 0.33% of portfolio
14,830
Q4 2024 Added 3.4%
$145B
$3.21 Million 0.32% of portfolio
8,905
Q4 2024 Added 3.22%
$263B
$3.08 Million 0.31% of portfolio
52,106
Q4 2024 Added 2.21%
$0
$3.09 Million 0.31% of portfolio
13,285
Q2 2024 Reduced 0.75%
$154B
$2.96 Million 0.3% of portfolio
41,999
Q4 2024 Added 6.7%
$461B
$2.97 Million 0.3% of portfolio
27,646
Q4 2024 Added 14.55%
$123B
$2.81 Million 0.28% of portfolio
13,224
Q4 2024 Added 3.18%
$360B
$2.68 Million 0.27% of portfolio
60,947
Q4 2024 Added 2.9%
$83.8B
$2.65 Million 0.26% of portfolio
2,809
Q4 2024 Added 3.54%
$72.9B
$2.56 Million 0.26% of portfolio
12,708
Q4 2024 Added 1.71%
$177B
$2.46 Million 0.25% of portfolio
12,642
Q4 2024 Added 4.0%
$66.7B
$2.52 Million 0.25% of portfolio
9,574
Q4 2024 Added 53.33%
$38.4B
$2.52 Million 0.25% of portfolio
13,585
Q4 2024 Added 2.49%
$141B
$2.36 Million 0.24% of portfolio
19,561
Q4 2024 Added 0.4%
$45.1B
$2.4 Million 0.24% of portfolio
42,064
Q4 2024 Added 4.25%
$93.7B
$2.33 Million 0.23% of portfolio
15,620
Q4 2024 Added 3.01%
$0
$2.33 Million 0.23% of portfolio
27,252
Q2 2024 Added 0.48%
$36.4B
$2.32 Million 0.23% of portfolio
15,886
Q4 2024 Added 3.93%
$40.7B
$2.2 Million 0.22% of portfolio
18,528
Q4 2024 Added 6.57%
$148B
$2.17 Million 0.22% of portfolio
8,802
Q4 2024 Added 0.43%
$198B
$2.2 Million 0.22% of portfolio
19,791
Q4 2024 Reduced 0.84%
$436B
$2.24 Million 0.22% of portfolio
4,437
Q4 2024 Added 1.53%
$23.4B
$2.1 Million 0.21% of portfolio
11,247
Q4 2024 Added 3.39%
$29.9B
$1.93 Million 0.19% of portfolio
10,355
Q4 2024 Added 4.18%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $1 Billion
  • Prior Value $981 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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