Atria Investments’s FB Financial Corp FBK Stock Holding History

Atria Investments’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	$1.44M	Sell	27,813 -341	-1%	-$19.6K	0.01%	939
2026 Q2	$1.56M	Sell	28,154 -12,945	-31%	-$695K	0.02%	879
2026 Q1	$2.13M	Buy	41,099 +1,107	+3%	+$62.2K	0.02%	680
2025 Q4	$2.23M	Buy	39,992 +7,061	+21%	+$395K	0.03%	683
2025 Q3	$1.84M	Buy	32,931 +4,313	+15%	+$219K	0.02%	760
2025 Q2	$1.3M	Buy	28,618 +2,639	+10%	+$115K	0.02%	912
2025 Q1	$1.2M	Buy	25,979 +10,328	+66%	+$518K	0.02%	923
2024 Q4	$806K	Buy	15,651 +6,716	+75%	+$350K	0.01%	1094
2024 Q3	$419K	Sell	8,935 -137	-2%	-$6.16K	0.01%	1418
2024 Q2	$354K	Buy	+9,072	New	+$336K	﹤0.01%	1491

Other funds holding FBK

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Atria Investments's FBK Position: Q3 2026 in Review

Atria Investments reduced its FB Financial Corp (FBK) stake by 1.2% in Q3 2026, selling an estimated $19.6K and leaving 27,813 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #939.

Atria Investments first reported a position in FBK in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2025. 30 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

Atria Investments held 27,813 shares of FB Financial Corp worth $1.44M as of Q3 2026.
Atria Investments sold 341 FB Financial Corp shares in Q3 2026, an estimated $19.6K.
FB Financial Corp made up 0.01% of Atria Investments's portfolio in Q3 2026, its #939 holding.
Atria Investments first reported a position in FB Financial Corp in Q2 2024 and has held it in 10 quarters since.
Atria Investments's FB Financial Corp position peaked at $2.23M in Q4 2025.
30 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.