FIRST BUSINESS FINANCIAL SERVICES, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$999M
Signature - Title
Brendan Freeman - President, Private Wealth
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by FIRST BUSINESS FINANCIAL SERVICES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIRST BUSINESS FINANCIAL SERVICES, INC. reported 159 stock holdings with total value $999M as of Q3 2024. Top holdings included VTI, IEFA, IWF, IJR, and DGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 159 $999M +$34.4M -$30.6M +$3.75M VTI, IEFA, IWF, IJR, DGRO 13F-HR 11/6/2024, 09:56 AM
Q2 2024 157 $943M +$21M -$14.8M +$6.18M VTI, IEFA, IWF, IJR, DGRO 13F-HR 8/2/2024, 12:02 PM
Q1 2024 165 $933M +$46.8M -$3.73M +$43.1M VTI, IEFA, IWF, IJR, DGRO Restatement 5/15/2024, 04:08 PM
Q4 2023 162 $860M +$13.8M -$24.8M -$10.9M VTI, IEFA, IWF, IJR, DGRO 13F-HR 2/14/2024, 04:10 PM
Q3 2023 168 $785M +$6.94M -$2.67M +$4.27M VTI, IEFA, IWF, IJR, DGRO 13F-HR 11/14/2023, 05:13 PM
Q2 2023 167 $811M +$11.7M -$38.1M -$26.4M VTI, IEFA, IWF, IJR, DGRO 13F-HR 8/7/2023, 04:06 PM
Q1 2023 168 $797M +$20.8M -$4.79M +$16M VTI, IEFA, IJR, IWF, AGG 13F-HR 5/8/2023, 07:04 PM
Q4 2022 163 $744M +$14.3M -$30.1M -$15.8M VTI, IEFA, IJR, IWF, AGG 13F-HR 2/2/2023, 04:37 PM
Q3 2022 161 $671M +$12.6M -$8.55M +$4.06M VTI, IEFA, AGG, IJR, IWF 13F-HR 11/14/2022, 05:35 PM
Q2 2022 159 $742M +$76.6M -$98.2M -$21.6M VTI, IEFA, AGG, IJR, IWF 13F-HR 8/2/2022, 04:37 PM
Q1 2022 171 $904M +$19.1M -$5.02M +$14.1M VTI, IEFA, IWF, MTUM, IJR 13F-HR 5/9/2022, 04:02 PM
Q4 2021 170 $945M +$18.4M -$2.03M +$16.4M VTI, IEFA, IWF, MTUM, IJR 13F-HR 2/10/2022, 11:51 AM
Q3 2021 156 $874M +$43.5M -$20.6M +$22.9M VTI, IEFA, IWF, MTUM, IJR 13F-HR 10/26/2021, 02:29 PM
Q2 2021 155 $855M +$107M -$49M +$57.5M VTI, IEFA, IWF, MTUM, IJR 13F-HR 7/20/2021, 11:46 AM
Q1 2021 134 $753M +$32.3M -$4.81M +$27.5M VTI, IWF, MTUM, IEFA, IJR 13F-HR 4/20/2021, 02:09 PM
Q4 2020 125 $688M +$60.7M -$48.9M +$11.8M VTI, IWF, MTUM, AGG, IEFA 13F-HR 1/28/2021, 01:30 PM
Q3 2020 123 $599M +$12.3M -$1.4M +$10.9M VTI, AGG, IEFA, USMV, EFAV 13F-HR 11/4/2020, 04:01 PM
Q2 2020 121 $558M +$24.4M -$51.6M -$27.2M VTI, AGG, IEFA, USMV, EFAV 13F-HR 8/12/2020, 02:32 PM
Q1 2020 115 $502M +$75.7M -$80.8M -$5.07M VTI, AGG, USMV, EFAV, IEFA 13F-HR 5/1/2020, 04:23 PM
Q4 2019 124 $632M +$20.4M -$12.2M +$8.13M VTI, IEFA, IWD, USMV, AGG 13F-HR 2/10/2020, 01:32 PM
Q3 2019 118 $585M +$56.6M -$52.6M +$3.98M VTI, IEFA, IWD, USMV, AGG 13F-HR 11/5/2019, 11:48 AM
Q2 2019 117 $576M +$8.65M -$11.6M -$2.9M VTI, IEFA, IWD, AGG, IJR 13F-HR 7/24/2019, 04:57 PM
Q1 2019 105 $561M +$58M -$142M -$83.5M VTI, IEFA, IWD, AGG, IJR 13F-HR 5/3/2019, 11:37 AM
Q4 2018 154 $588M +$107M -$74.9M +$32.1M VTI, IEFA, IWF, AGG, EFA 13F-HR 2/6/2019, 02:43 PM
Q3 2018 118 $634M +$68.6M -$16.8M +$51.8M VTI, IWF, EFA, IEFA, AGG 13F-HR 11/1/2018, 09:34 AM
Q2 2018 88 $558M +$52.6M -$38.9M +$13.7M VTI, EFA, IWF, AGG, IEFA 13F-HR 8/6/2018, 10:56 AM
Q1 2018 80 $538M +$52.8M -$55.6M -$2.76M VTI, EFA, IWF, AGG, IWM 13F-HR 5/14/2018, 12:13 PM
Q4 2017 78 $545M +$25.8M -$5.26M +$20.5M VTI, EFA, AGG, IWF, IWM 13F-HR 2/7/2018, 09:18 AM
Q3 2017 80 $503M +$19.9M -$20.9M -$999K VTI, EFA, AGG, IWF, IWM 13F-HR 10/26/2017, 12:42 PM
Q2 2017 76 $487M +$34.1M -$30.7M +$3.37M VTI, EFA, AGG, IWF, IWM 13F-HR 8/9/2017, 10:40 AM
Q1 2017 76 $474M +$97.4M -$73M +$24.5M VTI, EFA, AGG, IWD, IWM 13F-HR 5/11/2017, 02:26 PM
Q4 2016 70 $431M +$31.9M -$15.1M +$16.8M VTI, EFA, AGG, IWD, IWB 13F-HR 2/10/2017, 03:51 PM
Q3 2016 70 $409M +$26.3M -$18.9M +$7.39M VTI, EFA, AGG, IWD, IWB 13F-HR 11/2/2016, 01:08 PM
Q2 2016 70 $389M +$57.9M -$40.4M +$17.4M VTI, EFA, AGG, IWD, IWB 13F-HR 7/28/2016, 11:07 AM
Q1 2016 72 $367M +$148M -$117M +$31.5M VTI, EFA, AGG, IUSG, IWB 13F-HR 5/10/2016, 04:21 PM
Q4 2015 55 $334M +$84.1M -$72.9M +$11.2M VTI, AGG, IEFA, IWF, IWD 13F-HR 2/9/2016, 04:37 PM
Q3 2015 78 $312M +$40.6M -$46.2M -$5.57M VTI, AGG, EFA, IWF, IWD 13F-HR 11/5/2015, 04:09 PM
Q2 2015 75 $345M +$47.1M -$32.5M +$14.6M VTI, EFA, AGG, IWF, IWD 13F-HR 8/3/2015, 04:27 PM
Q1 2015 68 $332M +$53.8M -$36.8M +$17M VTI, AGG, EFA, IWF, IWD 13F-HR 5/5/2015, 01:59 PM
Q4 2014 69 $310M +$49.1M -$24.3M +$24.9M VTI, AGG, IWF, IWD, EFA 13F-HR 2/3/2015, 11:15 AM
Q3 2014 73 $276M +$15.5M -$3.86M +$11.7M VTI, EFA, AGG, IWD, IWF 13F-HR 11/4/2014, 08:36 AM
Q2 2014 66 $269M +$22.1M -$12.8M +$9.37M VTI, EFA, AGG, IWD, IWF 13F-HR 8/5/2014, 05:24 PM
Q1 2014 72 $251M +$38.7M -$32.4M +$6.23M VTI, AGG, EFA, IWD, IWF 13F-HR 5/6/2014, 08:54 AM
Q4 2013 51 $240M $0 $0 VTI, EFA, IWF, IWD, AGG 13F-HR 1/31/2014, 11:20 AM