AAS
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Avantax Advisory Services’s FB Financial Corp FBK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.54M Sell
33,954
-751
-2% -$32.6K 0.01% 931
2025
Q1 		$1.61M Buy
34,705
+253
+0.7% +$12.7K 0.01% 855
2024
Q4 		$1.77M Sell
34,452
-4,308
-11% -$224K 0.01% 766
2024
Q3 		$1.82M Buy
38,760
+140
+0.4% +$6.29K 0.01% 750
2024
Q2 		$1.51M Buy
+38,620
New +$1.43M 0.01% 779

Other funds holding FBK

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Advisory Services's FBK Position: Q2 2025 in Review

Avantax Advisory Services reduced its FB Financial Corp (FBK) stake by 2.2% in Q2 2025, selling an estimated $32.6K and leaving 33,954 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #931.

Avantax Advisory Services first reported a position in FBK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q3 2024. 255 funds tracked by Wall St. Rank hold FBK as of Q2 2025.

  • Avantax Advisory Services held 33,954 shares of FB Financial Corp worth $1.54M as of Q2 2025.
  • Avantax Advisory Services sold 751 FB Financial Corp shares in Q2 2025, an estimated $32.6K.
  • FB Financial Corp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #931 holding.
  • Avantax Advisory Services first reported a position in FB Financial Corp in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's FB Financial Corp position peaked at $1.82M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.