13F Insight
DOSSIER · 13F-HR · Q2 2026

FIRST BUSINESS FINANCIAL SERVICES, INC.

$1.3B in tracked AUM across 201 positions as of Q2 2026.

FB
CIK 0001521951 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
201
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FIRST BUSINESS FINANCIAL SERVICES, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ET
$294M795K22.8%02
IEFA
iShares Core MSCI EAFE ETF
$151M1.6M11.7%03
IWF
iShares Russell 1000 Growth ET
$91M732K7.0%04
IJR
iShares Core S&P Small-Cap ETF
$74M502K5.8%05
IWD
iShares Russell 1000 Value ETF
$64M266K5.0%06
DGRO
iShares Core Dividend Growth
$64M839K4.9%07
IJH
iShares Core S&P Mid-Cap ETF
$55M712K4.3%08
AGG
iShares Core US Aggregate Bond
$38M389K3.0%09
SPY
State Street SPDR S&P 500 ETF
$33M44K2.5%10
FBIZ
First Business Financial Servi
$21M340K1.7%

Filing history

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 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 positionsLocked
Showing 12 of 50