Bank of Montreal
FBK icon

Bank of Montreal’s FB Financial Corp FBK Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-5,724
Closed -$259K – 3618
2025
Q2 		$259K Sell
5,724
-11
-0.2% -$478 ﹤0.01% 2656
2025
Q1 		$266K Buy
5,735
+1,440
+34% +$72.2K ﹤0.01% 2575
2024
Q4 		$221K Buy
+4,295
New +$224K ﹤0.01% 2711
2024
Q2 		– Sell
-7,457
Closed -$285K – 3971
2024
Q1 		$285K Buy
7,457
+4,046
+119% +$149K ﹤0.01% 2819
2023
Q4 		$141K Buy
+3,411
New +$113K ﹤0.01% 3278
2022
Q2 		– Sell
-9,463
Closed -$430K – 4182
2022
Q1 		$430K Buy
9,463
+149
+2% +$6.66K ﹤0.01% 2946
2021
Q4 		$413K Sell
9,314
-104,683
-92% -$4.69M ﹤0.01% 2534
2021
Q3 		$4.97M Sell
113,997
-43,391
-28% -$1.72M ﹤0.01% 1634
2021
Q2 		$5.95M Buy
157,388
+2,238
+1% +$92.9K ﹤0.01% 1525
2021
Q1 		$6.7M Buy
155,150
+419
+0.3% +$17.2K ﹤0.01% 1211
2020
Q4 		$5.79M Buy
154,731
+5,737
+4% +$180K ﹤0.01% 1307
2020
Q3 		$4.02M Buy
148,994
+147,585
+10,474% +$3.82M ﹤0.01% 1334
2020
Q2 		$31K Buy
1,409
+1,344
+2,068% +$29.9K ﹤0.01% 3649
2020
Q1 		$1K Sell
65
-2,096
-97% -$67.1K ﹤0.01% 3953
2019
Q4 		$86K Buy
2,161
+669
+45% +$25.6K ﹤0.01% 3572
2019
Q3 		$56K Sell
1,492
-313
-17% -$11.5K ﹤0.01% 3556
2019
Q2 		$66K Buy
1,805
+1,415
+363% +$50K ﹤0.01% 3559
2019
Q1 		$12K Sell
390
-234
-38% -$8.08K ﹤0.01% 3819
2018
Q4 		$22K Buy
624
+121
+24% +$4.44K ﹤0.01% 3606
2018
Q3 		$19K Buy
503
+20
+4% +$858 ﹤0.01% 3720
2018
Q2 		$20K Buy
483
+93
+24% +$3.84K ﹤0.01% 3735
2018
Q1 		$16K Hold
390
– – ﹤0.01% 3620
2017
Q4 		$16K Buy
+390
New +$15.8K ﹤0.01% 3645

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's FBK Position: Q3 2025 in Review

Bank of Montreal sold out of FB Financial Corp (FBK) in Q3 2025, closing a stake of 5,724 shares — an estimated $259K sold.

Bank of Montreal first reported a position in FBK in Q4 2017 and held it in 23 quarters. The position peaked at $6.7M in Q1 2021. 277 funds tracked by Wall St. Rank hold FBK as of Q3 2025.

  • Bank of Montreal reported no remaining FB Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 5,724 FB Financial Corp shares in Q3 2025, an estimated $259K.
  • Bank of Montreal first reported a position in FB Financial Corp in Q4 2017 and held it in 23 quarters.
  • Bank of Montreal's FB Financial Corp position peaked at $6.7M in Q1 2021.
  • 277 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.