FIRST BUSINESS FINL SVCS INC

$FBIZ
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Smart money positioned

5 of the Top-200 alpha managers hold $FBIZ as of the latest 13F snapshot.

13F holders
137
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$FBIZ is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
02
Level Financial Advisors
0.00% held
α +30.9pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
Citigroup Inc.
0.00% held
α +26.3pts
05
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 137 · Source: 13F-HR
01
Private Wealth Group, LLC
1.73% of portfolio
361,311 sh
02
Barrett & Company, Inc.
0.01% of portfolio
244,795 sh
03
Massachusetts Institute of Technology
0.01% of portfolio
240,137 sh
04
Nomura Asset Management Co. Ltd.
0.01% of portfolio
207,146 sh
05
Axa S.a.
—
173,718 sh
06
Roof Eidam Maycock Peralta, LLC
1.67% of portfolio
166,224 sh
07
Geller Advisors LLC
0.12% of portfolio
166,142 sh
08
State Street
—
158,055 sh
09
Obermeyer Wealth Partners
2.27% of portfolio
154,590 sh
10
Investment Partners, Ltd.
0.02% of portfolio
143,625 sh
See all 137 13F holders · Pro →

Insider activity · last 90 days

4 transactions · 4 filers
07 Nov 2025
Crampton Kevin D —
▲ BOUGHT
71
$51.40
P
30 Jul 2025
Kauten Ralph R. —
▲ BOUGHT
10,000
$47.80
P
30 Jul 2025
Graham Jason R —
▲ BOUGHT
1,000
$47.87
P
07 Feb 2025
Ovokaitys Daniel —
▼ SOLD
4,828
$54.55
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $FBIZ in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:10 UTC.