13F Filings History of FIRST BUSINESS FINANCIAL SERVICES, INC.
- Latest 13F filing
- Q2 2026 - 28 Jul 2026
- Latest reported 13F value
- $1,289,356,001
- Largest 13F holdings
-
VTI IEFA IWF IJR IWD DGRO IJH AGG SPY FBIZ NVDA JPST
+8 more
AAPL AVGO GOOGL CIEN LRCX JPM ANET PWR - Form 13F summary
-
- FIRST BUSINESS FINANCIAL SERVICES, INC. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- FIRST BUSINESS FINANCIAL SERVICES, INC. reported 201 equity holdings with a total reported market value of $1,289,356,001 for Q2 2026. Top reported holdings included VTI, IEFA, IWF, IJR, and IWD.
- Manager signature
- Doug Heding - President, Private Wealth
- Manager location
- Madison, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow FIRST BUSINESS FINANCIAL SERVICES, INC. with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$1,289,356,001
Quarter delta
+$164,626,454
Accepted
28 Jul 2026, 10:16
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 201 | $1,289,356,001 | +$92,746,768 | -$5,298,966 | +$87,447,802 | VTI, IEFA, IWF, IJR, IWD | 13F-HR | 28 Jul 2026, 10:16 |
| Q1 2026 | 192 | $1,124,729,547 | +$54,666,463 | -$2,408,646 | +$52,257,817 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 01 May 2026, 13:31 |
| Q4 2025 | 168 | $1,089,042,171 | +$16,316,707 | -$39,541,431 | -$23,224,724 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 06 Feb 2026, 10:03 |
| Q3 2025 | 185 | $1,090,082,121 | +$5,102,631 | -$105,621,236 | -$100,518,605 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 30 Oct 2025, 11:03 |
| Q2 2025 | 185 | $1,108,862,946 | +$22,926,900 | -$23,661,921 | -$735,021 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 31 Jul 2025, 12:02 |
| Q1 2025 | 170 | $1,016,958,419 | +$41,903,120 | -$6,231,656 | +$35,671,464 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 02 May 2025, 11:15 |
| Q4 2024 | 162 | $1,011,423,769 | +$40,488,004 | -$27,493,450 | +$12,994,554 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 06 Feb 2025, 15:48 |
| Q3 2024 | 159 | $999,245,863 | +$34,387,180 | -$30,635,097 | +$3,752,083 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 06 Nov 2024, 09:56 |
| Q2 2024 | 157 | $943,256,633 | +$20,982,215 | -$14,806,854 | +$6,175,361 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 02 Aug 2024, 12:02 |
| Q1 2024 | 165 | $932,543,995 | +$46,791,842 | -$3,725,934 | +$43,065,908 | VTI, IEFA, IWF, IJR, DGRO | Restatement | 15 May 2024, 16:08 |
| Q4 2023 | 162 | $860,157,818 | +$13,849,979 | -$24,781,744 | -$10,931,765 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 14 Feb 2024, 16:10 |
| Q3 2023 | 168 | $784,783,877 | +$6,936,357 | -$2,665,573 | +$4,270,784 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 14 Nov 2023, 17:13 |
| Q2 2023 | 167 | $810,700,781 | +$11,700,436 | -$38,084,607 | -$26,384,171 | VTI, IEFA, IWF, IJR, DGRO | 13F-HR | 07 Aug 2023, 16:06 |
| Q1 2023 | 168 | $796,794,149 | +$20,787,535 | -$4,792,887 | +$15,994,648 | VTI, IEFA, IJR, IWF, AGG | 13F-HR | 08 May 2023, 19:04 |
| Q4 2022 | 163 | $744,170,000 | +$14,334,998 | -$30,145,155 | -$15,810,157 | VTI, IEFA, IJR, IWF, AGG | 13F-HR | 02 Feb 2023, 16:37 |
| Q3 2022 | 161 | $671,291,000 | +$12,612,448 | -$8,551,681 | +$4,060,767 | VTI, IEFA, AGG, IJR, IWF | 13F-HR | 14 Nov 2022, 17:35 |
| Q2 2022 | 159 | $742,434,000 | +$76,590,810 | -$98,207,643 | -$21,616,833 | VTI, IEFA, AGG, IJR, IWF | 13F-HR | 02 Aug 2022, 16:37 |
| Q1 2022 | 171 | $904,416,000 | +$19,146,429 | -$5,020,762 | +$14,125,667 | VTI, IEFA, IWF, MTUM, IJR | 13F-HR | 09 May 2022, 16:02 |
| Q4 2021 | 170 | $945,061,000 | +$18,434,189 | -$2,030,766 | +$16,403,423 | VTI, IEFA, IWF, MTUM, IJR | 13F-HR | 10 Feb 2022, 11:51 |
| Q3 2021 | 156 | $873,944,000 | +$43,529,320 | -$20,589,140 | +$22,940,180 | VTI, IEFA, IWF, MTUM, IJR | 13F-HR | 26 Oct 2021, 14:29 |
| Q2 2021 | 155 | $855,497,000 | +$106,503,820 | -$48,993,671 | +$57,510,149 | VTI, IEFA, IWF, MTUM, IJR | 13F-HR | 20 Jul 2021, 11:46 |
| Q1 2021 | 134 | $753,350,000 | +$32,300,313 | -$4,810,185 | +$27,490,128 | VTI, IWF, MTUM, IEFA, IJR | 13F-HR | 20 Apr 2021, 14:09 |
| Q4 2020 | 125 | $688,225,000 | +$60,739,839 | -$48,930,431 | +$11,809,408 | VTI, IWF, MTUM, AGG, IEFA | 13F-HR | 28 Jan 2021, 13:30 |
| Q3 2020 | 123 | $599,122,000 | +$12,292,838 | -$1,401,653 | +$10,891,185 | VTI, AGG, IEFA, USMV, EFAV | 13F-HR | 04 Nov 2020, 16:01 |
| Q2 2020 | 121 | $557,876,000 | +$24,365,953 | -$51,577,150 | -$27,211,197 | VTI, AGG, IEFA, USMV, EFAV | 13F-HR | 12 Aug 2020, 14:32 |