First Business Financial Services
First Business Financial Services reported 207 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (23.2%), IEFA (11.8%) and IWF (7.2%). Compared with Q2 2026, the fund opened new positions in GUNR, IGF and XOM, added to IWF, IJR and DGRO, trimmed IEFA, IWD and FBIZ and sold out of XOM, ACN and PNC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $298M | 23.2% | 795K | No change | 8 of 8 | |
| 2 |  IEFA Ishares TR | $151M | 11.8% | 1.6M | −7,207 (−0%) | 8 of 8 | |
| 3 |  IWF Ishares TR | $92.2M | 7.2% | 736K | +3,914 (+1%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $68.5M | 5.3% | 503K | +1,293 (+0%) | 8 of 8 | |
| 5 |  IWD Ishares TR | $65.6M | 5.1% | 264K | −1,444 (−1%) | 8 of 8 | |
| 6 |  DGRO Ishares TR | $63.9M | 5.0% | 847K | +8,245 (+1%) | 8 of 8 | |
| 7 |  AGG Ishares TR | $40M | 3.1% | 423K | +34K (+9%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $33.3M | 2.6% | 44K | No change | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $24M | 1.9% | 105K | +2,453 (+2%) | 8 of 8 | |
| 10 |  FBIZ First Business Finl Svcs Inc | $22.5M | 1.8% | 327K | −13K (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.2M | 31K |
ELECTRONIC ARTS INC | $2.9M | 14K |
 ACN Accenture PLC Ireland | $485K | 3,896 |
 PNC PNC Finl Svcs Group Inc | $278K | 1,130 |
 CVS Cvs Health Corp | $239K | 2,312 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →First Business Financial Services 13F FAQ
What does First Business Financial Services own?
First Business Financial Services reported 207 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (23.2%), IEFA (11.8%) and IWF (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did First Business Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 88 added to, 30 trimmed and 9 sold out. New positions include GUNR, IGF and XOM. It sold all of XOM, ACN and PNC.
When will First Business Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is First Business Financial Services's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.