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B. Riley Wealth Advisors’s FB Financial Corp FBK Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-5,965
Closed -$280K – 1188
2024
Q3 		$280K Hold
5,965
– – 0.01% 988
2024
Q2 		$233K Sell
5,965
-1,380
-19% -$51.1K 0.01% 1148
2024
Q1 		$208K Buy
7,345
+1,067
+17% +$39.2K 0.01% 1254
2023
Q4 		$250K Sell
6,278
-1,067
-15% -$35.3K 0.01% 1137
2023
Q3 		$208K Buy
+7,345
New +$228K 0.01% 1254
2023
Q2 		– Sell
-7,010
Closed -$218K – 1573
2023
Q1 		$218K Buy
7,010
+245
+4% +$8.75K 0.01% 1250
2022
Q4 		$244K Buy
+6,765
New +$271K 0.01% 1153

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's FBK Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of FB Financial Corp (FBK) in Q4 2024, closing a stake of 5,965 shares — an estimated $280K sold.

B. Riley Wealth Advisors first reported a position in FBK in Q4 2022 and held it in 7 quarters. The position peaked at $280K in Q3 2024. 217 funds tracked by Wall St. Rank hold FBK as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining FB Financial Corp position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,965 FB Financial Corp shares in Q4 2024, an estimated $280K.
  • B. Riley Wealth Advisors first reported a position in FB Financial Corp in Q4 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's FB Financial Corp position peaked at $280K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.