Allworth Financial’s FB Financial Corp FBK Stock Holding History

Allworth Financial’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 Q1	$14.4K	Sell	278 -34	-11%	-$1.91K	﹤0.01%	3230
2025 Q4	$17.4K	Sell	312 -23	-7%	-$1.29K	﹤0.01%	2906
2025 Q3	$18.7K	Buy	335 +119	+55%	+$6.04K	﹤0.01%	2753
2025 Q2	$9.79K	Buy	216 +46	+27%	+$2K	﹤0.01%	2898
2025 Q1	$7.19K	Buy	170 +93	+121%	+$4.66K	﹤0.01%	2584
2024 Q4	$4.07K	Buy	77 +8	+12%	+$417	﹤0.01%	2852
2024 Q3	$3.24K	Hold	69	–	–	﹤0.01%	2755
2024 Q2	$3.13K	Hold	69	–	–	﹤0.01%	2720
2024 Q1	$2.6K	Buy	69 +5	+8%	+$184	﹤0.01%	2715
2023 Q4	$2.55K	Buy	64 +34	+113%	+$1.13K	﹤0.01%	2567
2023 Q3	$851	Buy	30 +23	+329%	+$714	﹤0.01%	2898
2023 Q2	$197	Buy	+7	New	+$199	﹤0.01%	3100
2023 Q1	–	Sell	-3	Closed	-$108	–	3235
2022 Q4	$108	Sell	3 -6	-67%	-$240	﹤0.01%	2920
2022 Q3	$0	Buy	9 +3	+50%	+$123	﹤0.01%	2791
2022 Q2	$0	Hold	6	–	–	﹤0.01%	2515
2022 Q1	$0	Buy	+6	New	+$268	﹤0.01%	2192

Other funds holding FBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return