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First Business Financial Services shares owned by Assetmark

Quarter-by-quarter ownership of First Business Financial Services (FBIZ) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Business Financial Services

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

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Quarterly reported holdings in First Business Financial Services by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $410 8 51.25
2025-06-30 $405 8 50.63
2024-06-30 $1.3k 35 37.00
2019-03-31 $49k 2.4k 20.02
2018-12-31 $53k 2.7k 19.36
2018-09-30 $74k 3.2k 23.23
2018-06-30 $82k 3.1k 26.13
2018-03-31 $50k 2.0k 24.93

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Top funds holding First Business Financial Services

BlackRock
Dimensional Fund Advisors
Vanguard Group
First Business Financial Services
Manufacturers Life Insurance Company
Geode Capital Management
American Century Companies
Banc Funds Company
State Street Corporation
Cutler Capital Management
Pacific Ridge Capital Partners
Renaissance Technologies
LSV Asset Management
De Lisle Partners
Hillsdale Investment Management

View all funds holding First Business Financial Services