Institutional Ownership First Business Financial Services, Inc. (FBIZ)
This table provides information about the institutional ownership of First Business Financial Services, Inc. (FBIZ). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 5.57 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
14
shares
|
$728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
14
shares
|
$728
0.0% of portfolio
|
Q3 2025
Reduced 96.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
13
shares
|
$676
0.0% of portfolio
|
Q3 2025
Reduced 45.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
11
shares
|
$572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8
shares
|
$416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3
shares
|
$156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2
shares
|
$104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|