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Franklin Balanced Fdcl A shares owned by First Business Financial Services

Quarter-by-quarter ownership of Franklin Balanced Fdcl A (FBLAX) shares owned by First Business Financial Services from 13F filings

Historical chart of First Business Financial Services investment in Franklin Balanced Fdcl A

Tip: Access up to 7 years of quarterly data

All positions including Franklin Balanced Fdcl A held by First Business Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Balanced Fdcl A by First Business Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $259k 21k 12.44
2021-06-30 $284k 21k 13.65

More positions owned by First Business Financial Services

Vanguard Total Stock Market ET Common (VTI)
iShares Core MSCI EAFE ETF Common (IEFA)
iShares Russell 1000 Growth ET Common (IWF)
iShares Core S&P Small-Cap ETF Common (IJR)
iShares Core Dividend Growth Common (DGRO)
iShares Russell 1000 Value ETF Common (IWD)
iShares Core US Aggregate Bond Common (AGG)
iShares Core S&P Mid-Cap ETF Common (IJH)
Spdr S&p 500 Etf Common (SPY)
First Business Financial Servi Common (FBIZ)
JPMorgan Ultra-Short Income ET Common (JPST)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
JPMorgan Chase & Co Common (JPM)
Alphabet Inc Cap Stk Cl A Common (GOOGL)

View all positions for First Business Financial Services

Top funds holding Franklin Balanced Fdcl A

First Business Financial Services

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