Avion Wealth’s FB Financial Corp FBK Stock Holding History

Avion Wealth’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 Q4	–	Sell	-12	Closed	–	–	1343
2025 Q3	$0	Hold	12	–	–	﹤0.01%	1301
2025 Q2	$0	Buy	+12	New	+$522	﹤0.01%	1301

Other funds holding FBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

WHG

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

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

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

DRZID

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

Avion Wealth's FBK Position: Q4 2025 in Review

Avion Wealth sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 12 shares.

Avion Wealth first reported a position in FBK in Q2 2025 and held it in 2 quarters. The position peaked at $0 in Q3 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

Avion Wealth reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 12 FB Financial Corp shares in Q4 2025.
Avion Wealth first reported a position in FB Financial Corp in Q2 2025 and held it in 2 quarters.
Avion Wealth's FB Financial Corp position peaked at $0 in Q3 2025.
280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.