FB

FIRST BUSINESS FINANCIAL SERVICES, INC.

13F
FIRST BUSINESS FINANCIAL SERVICES, INC.
Last update 2024-11-06 157 Stocks (8 new)
Value $983.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(25.28%)IEFA(13.16%)IWF(7.76%)IJR(6.30%)DGRO(5.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
FIRST BUSINESS FINANCIAL SERVI... Top Holdings of 2024-09-30 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
877,618
248506.310
-3.05%
25.280
-0.78%
0.060
+0.03%
-0.48%
438517.238
 
IEFA 		iShares Core MSCI EAFE ETF
1,657,693
129382.940
+0.14%
13.160
+0.02%
0.100
-9.20%
-0.71%
116956.590
 
IWF 		iShares Russell 1000 Growth ETF
203,112
76244.180
-3.57%
7.760
-0.29%
0.080
+3.06%
-1.56%
104240.168
 
IJR 		iShares Core S&P Small-Cap ETF
529,655
61948.450
-4.64%
6.300
-0.29%
0.070
-1.62%
-0.11%
87408.790
 
DGRO 		iShares Core Dividend Growth ETF
898,495
56326.650
+1.16%
5.730
+0.07%
0.190
-3.92%
-0.10%
30077.561
 
IWD 		iShares Russell 1000 Value ETF
286,403
54359.290
-0.27%
5.530
-0.01%
0.090
-3.04%
+0.91%
63499.279
 
IJH 		iShares Core S&P Mid-Cap ETF
749,645
46717.880
-1.30%
4.750
-0.06%
0.050
-0.47%
+1.27%
96023.476
 
AGG 		iShares Core U.S. Aggregate Bond ETF
411,275
41649.820
-11.05%
4.240
-0.53%
0.030
-3.55%
-1.05%
118670.368
 
SPY 		S&P 500 ETF TRUST ETF
42,854
24587.910
-3.86%
2.500
-0.10%
0.000
-0.36%
-0.66%
615248.912
 
FBIZ 		First Business Financial Services Inc
365,912
16681.930
+3.45%
1.700
+0.06%
4.410
+1.48%
-3.28%
372.944
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
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+3.98%
●
53.67 ($56.61) 60.74
$63.12
11.50%
Add 402.48%
763,417
611,486
VNQ 		Vanguard Real Estate Index Fund ETF2023-06-30Sold Out
-2.01%
●
77.52 ($81.06) 83.56
$87.39
7.80%
Sold Out
0
-193,195
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-0.78%
●
255.18 ($272.76) 283.2
$288.47
5.76%
Reduce -3.05%
877,618
-27,580
FI 		Fiserv Inc2024-09-30Sold Out
-0.57%
●
147.14 ($164.95) 179.65
$204.47
23.96%
Sold Out
0
-36,173
VTI 		Vanguard Total Stock Market ETF2023-03-31Add
+0.56%
●
189.09 ($199.47) 209.17
$288.47
44.62%
Add 2.47%
907,898
21,902
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Reduce
-0.53%
●
96.25 ($99.77) 101.98
$95.88
-3.90%
Reduce -11.05%
411,275
-51,084
IEFA 		iShares Core MSCI EAFE ETF2023-03-31Add
+0.48%
●
62.17 ($65.56) 67.7
$69.86
6.56%
Add 3.57%
1,658,691
57,120
VTI 		Vanguard Total Stock Market ETF2023-06-30Reduce
-0.46%
●
199.99 ($207.79) 220.28
$288.47
38.83%
Reduce -1.97%
890,002
-17,896
FI 		Fiserv Inc2023-03-31Reduce
-0.37%
●
99.4 ($110) 118.26
$204.47
85.88%
Reduce -42.78%
36,410
-27,219
DGRO 		iShares Core Dividend Growth ETF2023-03-31Add
+0.32%
●
47.82 ($49.93) 51.47
$61.25
22.68%
Add 5.88%
918,451
51,020

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

  • 1

FIRST BUSINESS FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2024-09-30

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

Discussions on FIRST BUSINESS FINANCIAL SERVICES, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.