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
+5.02%
+2.19%
450,908.3
 
IEFA 		iShares Core MSCI EAFE ETF
1,710,950
129,433.4
+2.82%
12.730
+0.35%
0.100
+7.81%
+18.70%
141,010.2
 
IWF 		iShares Russell 1000 Growth ETF
205,734
74,288.5
+1.27%
7.300
+0.09%
0.080
+8.16%
+1.60%
107,414.2
 
IJR 		iShares Core S&P Small-Cap ETF
569,509
59,553.6
+6.77%
5.860
+0.37%
0.080
+0.69%
-6.27%
78,401.1
 
DGRO 		iShares Core Dividend Growth ETF
936,380
57,849.6
+3.52%
5.690
+0.19%
0.190
+0.87%
+2.94%
31,381.2
 
IWD 		iShares Russell 1000 Value ETF
296,034
55,701.8
+2.98%
5.480
+0.16%
0.090
+1.66%
+3.48%
61,378.6
 
IJH 		iShares Core S&P Mid-Cap ETF
793,501
46,300.8
+5.14%
4.550
+0.22%
0.050
+3.18%
-1.69%
93,382.1
 
AGG 		iShares Core U.S. Aggregate Bond ETF
379,765
37,566.3
-8.85%
3.690
-0.35%
0.030
-0.23%
+2.03%
123,040.5
 
SPY 		SPDR S&P 500 ETF Trust
43,995
24,610.4
+2.72%
2.420
+0.06%
0.000
+4.93%
+2.54%
612,819.6
 
FBIZ 		First Business Financial Services Inc
393,819
18,568.6
+4.71%
1.830
+0.08%
4.740
-1.57%
+4.88%
399.3
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 ETF2025-03-31Add
+0.63%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Add 2.67%
902,459
23,486
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.47%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
6
6
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.37%
●
102.49 ($112.84) 119.96
$107.67
-4.58%
Add 6.77%
569,509
36,097
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Reduce
-0.35%
●
95.85 ($97.76) 99.25
$97.28
-0.49%
Reduce -8.85%
379,765
-36,856
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.35%
●
69.57 ($74.78) 78.65
$83.42
11.55%
Add 2.82%
1,710,950
46,874
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.22%
●
57.21 ($62.1) 65.8
$61.09
-1.63%
Add 5.14%
793,501
38,779
DGRO 		iShares Core Dividend Growth ETF2025-03-31Add
+0.19%
●
60.46 ($62.66) 64.42
$62.83
0.27%
Add 3.52%
936,380
31,879
IWD 		iShares Russell 1000 Value ETF2025-03-31Add
+0.16%
●
182.82 ($190.45) 196.21
$190.76
0.16%
Add 2.98%
296,034
8,579
IWF 		iShares Russell 1000 Growth ETF2025-03-31Add
+0.09%
●
360.07 ($394.62) 417.26
$407.57
3.28%
Add 1.27%
205,734
2,577
FBIZ 		First Business Financial Services Inc2025-03-31Add
+0.08%
●
42.78 ($49.36) 56.35
$48.00
-2.76%
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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