SRS Capital Advisors »

First Business Financial Services shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $109 2 54.50
2025-09-30 $210k 4.1k 51.26
2024-09-30 $92 2 46.00
2024-06-30 $74 2 37.00

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for SRS Capital 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
LSV Asset Management
Renaissance Technologies
Federated Investors
De Lisle Partners

View all funds holding First Business Financial Services