13F Insight
DOSSIER · 13F-HR · Q3 2026

FIRST BUSINESS FINANCIAL SERVICES, INC.

$1.3B in tracked AUM across 207 positions as of Q3 2026.

FB
CIK 0001521951 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
207
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

FIRST BUSINESS FINANCIAL SERVICES, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ET
$298M795K23.2%02
IEFA
iShares Core MSCI EAFE ETF
$151M1.6M11.8%03
IWF
iShares Russell 1000 Growth ET
$92M736K7.2%04
IJR
iShares Core S&P Small-Cap ETF
$68M503K5.3%05
IWD
iShares Russell 1000 Value ETF
$66M264K5.1%06
DGRO
iShares Core Dividend Growth
$64M847K5.0%07
AGG
iShares Core US Aggregate Bond
$40M423K3.1%08
SPY
State Street SPDR S&P 500 ETF
$33M44K2.6%09
NVDA
Nvidia Corp
$24M105K1.9%10
FBIZ
First Business Financial Servi
$23M327K1.8%

Filing history

2026Q3Sep 30
$1.3B▼ 0.7%
207 positionsView →2026Q2Jun 30
$1.3B▲ 14.6%
201 positionsView →2026Q1Mar 31
$1.1B▲ 3.3%
192 positionsView →2025Q4Dec 31
$1.1B▼ 0.1%
168 positionsView →2025Q3Sep 30
$1.1B▼ 1.7%
185 positionsLocked2025Q2Jun 30
$1.1B▲ 9.0%
185 positionsLocked2025Q1Mar 31
$1.0B▲ 0.5%
170 positionsLocked2024Q4Dec 31
$1.0B▲ 1.2%
162 positionsLocked2024Q3Sep 30
$999M▲ 5.9%
159 positionsLocked2024Q2Jun 30
$943M▲ 1.1%
157 positionsLocked2024Q1Mar 31
$933M▲ 8.4%
165 positionsLocked2023Q4Dec 31
$860M▲ 9.6%
162 positionsLocked
Showing 12 of 51