# FIRST BUSINESS FINL SVCS INC (FBIZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FBIZ/

- Reporting holders: 5
- Reported value: $511.7K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $436.1K | 6,340 | 0.0% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $46.5K | 676 | 0.0% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $23.6K | 343 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.4K | 78 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $138 | 2 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $511.7K |
| Q2 2026 | 142 | $406.3M |
| Q1 2026 | 143 | $314.2M |
| Q4 2025 | 139 | $310.8M |
| Q3 2025 | 136 | $293.3M |
| Q2 2025 | 117 | $286.8M |
| Q1 2025 | 116 | $264.2M |
| Q4 2024 | 103 | $257.0M |
| Q3 2024 | 94 | $242.5M |
| Q2 2024 | 88 | $192.8M |
| Q1 2024 | 83 | $199.0M |
| Q4 2023 | 84 | $208.6M |