Sign In
test

Doug Heding

First Business Financial Services, Inc.

Assets Managed
$1.125B
Holdings
192
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
3.28%(2Q avg: 1.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Business Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 positions.

Assets under management

The assets under management (AUM) of First Business Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.125B in assets, with a quarterly growth rate of 3.28% and a 2-quarter average growth rate of 1.6%. The portfolio is managed by Doug Heding, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.06%
22.74%
$255.746M
797,187 shares@ $320.81 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.8%
12.53%
$140.869M
1.556M shares@ $90.53 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.68%
6.95%
$78.163M
183,308 shares@ $426.4 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.68%
5.54%
$62.272M
500,941 shares@ $124.32 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.6%
5.22%
$58.611M
835,155 shares@ $70.19 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.45%
5.06%
$56.88M
266,206 shares@ $213.67 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.55%
4.25%
$47.78M
707,534 shares@ $67.53 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.53%
3.32%
$37.295M
375,696 shares@ $99.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.08%
2.53%
$28.455M
43,754 shares@ $650.34 avg price
FBIZ
First Business Financial Ser
Recent Activity
1.74%
$19.486M
361,311 shares@ $53.93 avg price

1-10 of 192