FB

FIRST BUSINESS FINANCIAL SERVICES, INC.

13F
FIRST BUSINESS FINANCIAL SERVICES, INC.
Last update 2025-05-02 170 Stocks (15 new)
Value $1.02 Bil Turnover 4 %
Countries:
Top Holdings: VTI(24.39%)IEFA(12.73%)IWF(7.30%)IJR(5.86%)DGRO(5.69%)
Summary Stock Picks Current Portfolio
FIRST BUSINESS FINANCIAL SERVI... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
902,459
248,031.8
+2.67%
24.390
+0.63%
0.060
+19.82%
+7.35%
476,615.2
 
IEFA
iShares Core MSCI EAFE ETF
1,710,950
129,433.4
+2.82%
12.730
+0.35%
0.100
+11.52%
+19.59%
141,328.0
 
IWF
iShares Russell 1000 Growth ETF
205,734
74,288.5
+1.27%
7.300
+0.09%
0.080
+27.24%
+8.36%
113,776.0
 
IJR
iShares Core S&P Small-Cap ETF
569,509
59,553.6
+6.77%
5.860
+0.37%
0.080
+16.59%
-2.25%
81,337.5
 
DGRO
iShares Core Dividend Growth ETF
936,380
57,849.6
+3.52%
5.690
+0.19%
0.190
+11.81%
+6.66%
32,435.0
 
IWD
iShares Russell 1000 Value ETF
296,034
55,701.8
+2.98%
5.480
+0.16%
0.090
+11.59%
+6.73%
62,643.2
 
IJH
iShares Core S&P Mid-Cap ETF
793,501
46,300.8
+5.14%
4.550
+0.22%
0.050
+16.06%
+2.45%
97,230.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
379,765
37,566.3
-8.85%
3.690
-0.35%
0.030
+1.23%
+3.24%
127,979.5
 
SPY
SPDR S&P 500 ETF Trust
43,995
24,610.4
+2.72%
2.420
+0.06%
0.000
+19.57%
+7.72%
643,289.7
 
FBIZ
First Business Financial Services Inc
First Business Financial Services Inc
393,819
18,568.6
+4.71%
1.830
+0.08%
4.740
+14.09%
+17.36%
446.8
Banks

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.63%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 2.67%
902,459
23,486
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.47%
●
663000 ($729331) 801950
$710,978.50
-2.52%
New holding
6
6
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.37%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 6.77%
569,509
36,097
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.35%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Reduce -8.85%
379,765
-36,856
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.35%
●
69.57 ($74.78) 78.65
$82.56
10.40%
Add 2.82%
1,710,950
46,874
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.22%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Add 5.14%
793,501
38,779
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.19%
●
60.46 ($62.66) 64.42
$64.76
3.35%
Add 3.52%
936,380
31,879
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.16%
●
182.82 ($190.45) 196.21
$195.88
2.85%
Add 2.98%
296,034
8,579
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.09%
●
360.07 ($394.62) 417.26
$434.26
10.05%
Add 1.27%
205,734
2,577
FBIZ
First Business Financial Services Inc
First Business Financial Services Inc
2025-03-31
Add
Add
+0.08%
●
42.78 ($49.36) 56.35
$53.71
8.81%
Add 4.71%
393,819
17,731

FIRST BUSINESS FINANCIAL SERVICES, INC. Total Holding History ($B)

To

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Asset Allocation

To

FIRST BUSINESS FINANCIAL SERVICES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FIRST BUSINESS FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2025-03-31

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Holdings Heat Map

Size field:

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Holdings Bubble Chart

FIRST BUSINESS FINANCIAL SERVICES, INC. News

  • 1

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