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 % |
FIRST BUSINESS FINANCIAL SERVI... Top Holdings of 2025-03-31
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| 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 | +14.88% | +6.80% | 472,455.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,710,950 | 129,433.4 | +2.82% | 12.730 | +0.35% | 0.100 | +16.77% | +21.47% | 143,555.3 | ||
IWF | iShares Russell 1000 Growth ETF | 205,734 | 74,288.5 | +1.27% | 7.300 | +0.09% | 0.080 | +20.02% | +7.00% | 112,845.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 569,509 | 59,553.6 | +6.77% | 5.860 | +0.37% | 0.080 | +15.02% | -1.31% | 81,472.0 | ||
DGRO | iShares Core Dividend Growth ETF | 936,380 | 57,849.6 | +3.52% | 5.690 | +0.19% | 0.190 | +10.72% | +6.87% | 32,468.7 | ||
IWD | iShares Russell 1000 Value ETF | 296,034 | 55,701.8 | +2.98% | 5.480 | +0.16% | 0.090 | +10.29% | +6.94% | 64,244.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 793,501 | 46,300.8 | +5.14% | 4.550 | +0.22% | 0.050 | +14.22% | +2.75% | 97,315.4 | ||
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 | +1.58% | +3.64% | 128,283.8 | ||
SPY | SPDR S&P 500 ETF Trust | 43,995 | 24,610.4 | +2.72% | 2.420 | +0.06% | 0.000 | +14.09% | +7.12% | 641,836.6 | ||
FBIZ |
First Business Financial Services Inc
First Business Financial Services Inc
| 393,819 | 18,568.6 | +4.71% | 1.830 | +0.08% | 4.740 | +14.53% | +17.67% | 448.0 | Banks |
FIRST BUSINESS FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns
FIRST BUSINESS FINANCIAL SERVICES, INC.'s Top Stock Picks
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| 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 | $307.50 | 5.84% | Add 2.67% | 902,459 | 23,486 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.47% | 663000 ($729331) 801950 | $719,578.06 | -1.34% | 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 | $112.95 | 0.10% | 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 | $98.49 | 0.75% | 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 | $83.86 | 12.14% | 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 | $63.65 | 2.50% | 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 | $64.89 | 3.56% | 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 | $196.26 | 3.05% | 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 | $428.83 | 8.67% | 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 | $53.85 | 9.10% | Add 4.71% | 393,819 | 17,731 |
FIRST BUSINESS FINANCIAL SERVICES, INC. Total Holding History ($B)
FIRST BUSINESS FINANCIAL SERVICES, INC.'s Asset Allocation
FIRST BUSINESS FINANCIAL SERVICES, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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FIRST BUSINESS FINANCIAL SERVICES, INC.'s Holdings Bubble Chart
FIRST BUSINESS FINANCIAL SERVICES, INC. News
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