Carson Wealth (CWM LLC)
FBK icon

Carson Wealth (CWM LLC)’s FB Financial Corp FBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$283K Sell
5,450
-20
-0.4% -$1.12K ﹤0.01% 2424
2025
Q4 		$305K Buy
5,470
+77
+1% +$4.3K ﹤0.01% 2242
2025
Q3 		$301K Buy
5,393
+1,074
+25% +$54.5K ﹤0.01% 2137
2025
Q2 		$196K Buy
4,319
+2,659
+160% +$116K ﹤0.01% 2192
2025
Q1 		$77K Buy
1,660
+611
+58% +$30.6K ﹤0.01% 2633
2024
Q4 		$54K Buy
1,049
+109
+12% +$5.68K ﹤0.01% 2741
2024
Q3 		$44K Buy
940
+504
+116% +$22.6K ﹤0.01% 2783
2024
Q2 		$17K Buy
436
+178
+69% +$6.59K ﹤0.01% 3214
2024
Q1 		$10K Buy
258
+83
+47% +$3.05K ﹤0.01% 3321
2023
Q4 		$7K Buy
175
+4
+2% +$132 ﹤0.01% 3339
2023
Q3 		$5K Sell
171
-66
-28% -$2.05K ﹤0.01% 3445
2023
Q2 		$7K Buy
237
+50
+27% +$1.42K ﹤0.01% 3274
2023
Q1 		$6K Sell
187
-108
-37% -$3.86K ﹤0.01% 3201
2022
Q4 		$11K Buy
295
+216
+273% +$8.65K ﹤0.01% 2745
2022
Q3 		$3K Buy
+79
New +$3.23K ﹤0.01% 3293

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 $153B AUM 38.14% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FB Financial Corp (FBK) stake by 0.37% in Q1 2026, selling an estimated $1.12K and leaving 5,450 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Carson Wealth (CWM LLC) first reported a position in FBK in Q3 2022 and has held it in 15 quarters since. The position peaked at $305K in Q4 2025. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,450 shares of FB Financial Corp worth $283K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20 FB Financial Corp shares in Q1 2026, an estimated $1.12K.
  • FB Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2424 holding.
  • Carson Wealth (CWM LLC) first reported a position in FB Financial Corp in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s FB Financial Corp position peaked at $305K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.