FIRST BUSINESS FINANCIAL SERVICES, INC.

CIK 0001521951 · SEC filing index. Filing dates describe disclosures, not live market data.

Listed symbols

FBIZ on Nasdaq

Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal

Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.29B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F

$1.29B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F

VTI IEFA IWF IJR IWD

+15 more

DGRO IJH AGG SPY FBIZ NVDA JPST AAPL AVGO GOOGL CIEN LRCX JPM ANET PWR

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VTI IEFA IWF IJR IWD DGRO IJH AGG

+12 more

SPY FBIZ NVDA JPST AAPL AVGO GOOGL CIEN LRCX JPM ANET PWR

How to read these SEC ownership signals

• Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
• Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
• Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.

At a glance Names, identifiers, and filing context for this profile. 2 identity fields

SEC industry group

State Commercial Banks (Office of Finance)

Business address

401 Charmany Drive, Madison, WI, 53719

EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available

Incorporated in

WI

Fiscal year end

31 December

FIRST BUSINESS FINANCIAL SERVICES, INC. investment portfolio