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First Business Financial Services shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of First Business Financial Services (FBIZ) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in First Business Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Business Financial Services by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 6.7k 51.26
2025-06-30 $337k 6.7k 50.66
2025-03-31 $312k 6.6k 47.15
2024-12-31 $305k 6.6k 46.29
2024-09-30 $299k 6.5k 45.59
2024-06-30 $241k 6.5k 36.99
2024-03-31 $242k 6.5k 37.50
2023-12-31 $257k 6.4k 40.10
2022-12-31 $228k 6.2k 36.55
2022-09-30 $201k 6.2k 32.38
2022-06-30 $193k 6.2k 31.27
2022-03-31 $201k 6.1k 32.75
2021-12-31 $178k 6.1k 29.17
2021-09-30 $174k 6.1k 28.68
2021-06-30 $163k 6.0k 27.04
2021-03-31 $148k 6.0k 24.71
2020-12-31 $109k 5.9k 18.35
2020-09-30 $84k 5.9k 14.26
2020-06-30 $96k 5.8k 16.44
2020-03-31 $90k 5.8k 15.58
2019-12-31 $151k 5.7k 26.30
2019-09-30 $137k 5.7k 24.01
2019-06-30 $133k 5.7k 23.46
2019-03-31 $113k 5.6k 20.05
2018-12-31 $109k 5.6k 19.47
2018-09-30 $129k 5.6k 23.21
2018-06-30 $144k 5.5k 26.06
2018-03-31 $138k 5.5k 25.11
2017-12-31 $121k 5.5k 22.15

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
At&t (T)

View all positions for Northern Oak Capital Management

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