First Business Financial Services, Inc.
CIK 1521951
13F filing for Q2 2026・No. 2,185
- Holdings
- US$1.29B
- Quarter change
- +US$164.63M
- Entries
- 201
- Net bought (estimate)
- +US$17.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 6
- Cut 27
- Added 109
- Corporate actions 2
- Unchanged 50
Largest holdings
201 stocks worth US$1.29B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Vanguard Total Stock Market ETCom | Cut | 794,853 | US$294.13M | 22.81% |
| iShares Core MSCI EAFE ETFCom | Added | 1,567,578 | US$151.4M | 11.74% |
| IWFiShares Russell 1000 Growth ETCom | CutSplit 4:1 | 731,884 | US$90.88M | 7.05% |
| iShares Core S&P Small-Cap ETFCom | Added | 502,002 | US$74.45M | 5.77% |
| iShares Russell 1000 Value ETFCom | Cut | 265,835 | US$64.45M | 5.00% |
| iShares Core Dividend GrowthCom | Added | 839,061 | US$63.59M | 4.93% |
| IJHiShares Core S&P Mid-Cap ETFCom | Added | 711,692 | US$54.88M | 4.26% |
| iShares Core US Aggregate BondCom | Added | 388,636 | US$38.47M | 2.98% |
| SPYState Street SPDR S&P 500 ETFCom | Cut | 43,684 | US$32.62M | 2.53% |
| First Business Financial ServiCom | Cut | 340,189 | US$21.49M | 1.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.