EverSource Wealth Advisors »

First Business Financial Services shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in First Business Financial Services

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Business Financial Services by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $66k 1.3k 51.26
2025-06-30 $65k 1.3k 50.66
2025-03-31 $189 4 47.25
2024-12-31 $93 2 46.50

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

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