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 Q2	$847K	Buy	+15,298	New	+$822K	0.01%	568
2026 Q1	–	Sell	-15,298	Closed	-$854K	–	595
2025 Q4	$854K	Hold	15,298	–	–	0.01%	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

Other funds holding FBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Axxcess Wealth Management's FBK Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in FB Financial Corp (FBK) in Q2 2026: 15,298 shares worth $847K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FBK as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $854K in Q4 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

Axxcess Wealth Management held 15,298 shares of FB Financial Corp worth $847K as of Q2 2026.
FB Financial Corp was a new Axxcess Wealth Management position in Q2 2026.
FB Financial Corp made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #568 holding.
Axxcess Wealth Management first reported a position in FB Financial Corp in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's FB Financial Corp position peaked at $854K in Q4 2025.
294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.