Superior Planning, LLC’s FB Financial Corp FBK Stock Holding History

Superior Planning, LLC’s Portfolio FBK Stock Details FBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.02K	Buy	+97	New	+$5.58K	﹤0.01%	1203

Other funds holding FBK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Superior Planning, LLC's FBK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FB Financial Corp (FBK) in Q3 2026: 97 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings.

205 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

Superior Planning, LLC held 97 shares of FB Financial Corp worth $5.02K as of Q3 2026.
FB Financial Corp was a new Superior Planning, LLC position in Q3 2026.
FB Financial Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1203 holding.
205 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.