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
2024
Q2 		– Sell
-22,500
Closed -$859K – 3970
2024
Q1 		$859K Hold
22,500
– – ﹤0.01% 2091
2023
Q4 		$927K Buy
+22,500
New +$745K ﹤0.01% 2089

Other funds holding FBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.