2026-08-20
No AI summary for this filing type
View Full Filing (SEC EDGAR)First Business Financial Ser
$69.80-1%
+$20.2M
Net Activity
+3.51% total shares
Institutions Holding
143
Popularity Rank
#3800
Avg Weight
0.10%
Total Value
$376.8M
143 institutions currently hold FBIZ, with 85 net buyers and 51 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
51
Net Buying Institutions
85
Top 5 by Value
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Across its top 20 institutional holders, FBIZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
FBIZ ranks #3800 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
143 institutions disclose a position in FBIZ, but none treat it as a major bet — even Cutler Capital Management, LLC, its most concentrated holder, allocates just 2.5% of its own portfolio to it.
Wealth Enhancement Advisory Services, LLC has added to its FBIZ position for two straight quarters, increasing it by $1.6M to reach $1.9M today.
Essential Partners LLC has trimmed its FBIZ position for two straight quarters, cutting it by $3.0K while still holding $9.6K.
FBIZ is down 1% today, but institutions show net buying of $20.2M this quarter — a divergence between today's price move and the underlying institutional flow.
FBIZ closed its latest fiscal year with net income of $50.3M.
+$30.8M
Total Buy Value
$13.6M
Total Sell Value
85
Net Buyers
51
Net Sellers
FBIZ
Q2 2026
Top 5 Institutional Movers
FBIZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)First Business Financial Services, Inc. (FBIZ) filed an 8-K on July 30, 2026, reporting its earnings for the quarter ended June 30, 2026. The filing also notes that the company declared a quarterly cash dividend on its common stock and 7% Series A preferred stock. The actual press release was furnished as Exhibit 99.1 but is not included in the excerpt, so specific figures aren't visible here. This is a routine earnings and dividend announcement disclosure; without the release's numbers, you can't tell how the quarter actually looked from this filing alone.
View Full Filing (SEC EDGAR)319390100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Access FBIZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FBIZCLI
npx alphasmo stocks get FBIZ