13F Insight
DOSSIER · 13F-HR · Q1 2026

FIRST BUSINESS FINANCIAL SERVICES, INC.

$1.1B in tracked AUM across 192 positions as of Q1 2026.

FB
CIK 0001521951 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
192
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

FIRST BUSINESS FINANCIAL SERVICES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ET
$256M797K22.7%02
IEFA
iShares Core MSCI EAFE ETF
$141M1.6M12.5%03
IWF
iShares Russell 1000 Growth ET
$78M183K6.9%04
IJR
iShares Core S&P Small-Cap ETF
$62M501K5.5%05
DGRO
iShares Core Dividend Growth
$59M835K5.2%06
IWD
iShares Russell 1000 Value ETF
$57M266K5.1%07
IJH
iShares Core S&P Mid-Cap ETF
$48M708K4.2%08
AGG
iShares Core US Aggregate Bond
$37M376K3.3%09
SPY
State Street SPDR S&P 500 ETF
$28M44K2.5%10
FBIZ
First Business Financial Servi
$19M361K1.7%

Filing history

2026Q1Mar 31
$1.1B▲ 3.3%
192 positionsView →2025Q4Dec 31
$1.1B▼ 0.1%
168 positionsView →2025Q3Sep 30
$1.1B▼ 1.7%
185 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$785M▼ 3.2%
168 positionsLocked2023Q2Jun 30
$811M▲ 1.7%
167 positionsLocked
Showing 12 of 49