Axxcess Wealth Management’s FB Financial Corp FBK Stock Holding History

Axxcess Wealth Management’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	–	Sell	-15,298	Closed	-$854K	–	602
2025 Q4	$854K	Hold	15,298	–	–	0.02%	540
2025 Q3	$853K	Hold	15,298	–	–	0.02%	484
2025 Q2	$693K	Hold	15,298	–	–	0.02%	511
2025 Q1	$709K	Hold	15,298	–	–	0.02%	475
2024 Q4	$788K	Hold	15,298	–	–	0.02%	451
2024 Q3	$718K	Hold	15,298	–	–	0.02%	473
2024 Q2	$597K	Hold	15,298	–	–	0.02%	488
2024 Q1	$576K	Hold	15,298	–	–	0.02%	506
2023 Q4	$610K	Hold	15,298	–	–	0.02%	468
2023 Q3	$434K	Hold	15,298	–	–	0.01%	506
2023 Q2	$429K	Hold	15,298	–	–	0.03%	383
2023 Q1	$475K	Hold	15,298	–	–	0.04%	382
2022 Q4	$553K	Hold	15,298	–	–	0.05%	343
2022 Q3	$585K	Hold	15,298	–	–	0.06%	287
2022 Q2	$600K	Hold	15,298	–	–	0.06%	266
2022 Q1	$680K	Hold	15,298	–	–	0.05%	294
2021 Q4	$670K	Buy	+15,298	New	+$686K	0.05%	294

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Wellington Management Group

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Loomis, Sayles & Company

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