First Business Financial Services, Inc. Portfolio Holdings

First Business Financial Services, Inc.

  • $981 Million
  • Q3 2024

First Business Financial Services, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $981 Million distributed in 159 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 $249M, Ishares Tr with a value of $129M, Ishares Russell 1000 Gr ETF with a value of $76.2M, Ishares Core S&P Sm Cap ETF with a value of $61.9M, and Ishares Core Dividend Growth E with a value of $56.3M.

Examining the 13F form we can see an increase of $40.2M in the current position value, from $941M to 981M.

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

Portfolio value $981 Million
ETFs: $782 Million
Technology: $63.5 Million
Financial Services: $38.3 Million
Healthcare: $24.7 Million
Industrials: $16.6 Million
Communication Services: $14.9 Million
Consumer Cyclical: $14.7 Million
Consumer Defensive: $12.2 Million
Other: $14.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.79B
$2.33 Million 0.24% of portfolio
2,856
Q3 2024 Added 3.03%
$7.07B
$900,000 0.09% of portfolio
13,455
Q4 2023 Reduced 6.07%
$2.14B
$827,000 0.08% of portfolio
17,555
Q3 2024 Added 400.0%
$3.42B
$621,000 0.06% of portfolio
6,808
Q3 2024 Reduced 12.66%
$9.45B
$256,000 0.03% of portfolio
1,300
Q1 2024 Reduced 13.62%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $981 Million
  • Prior Value $941 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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