CFFP
FBK icon

Center for Financial Planning’s FB Financial Corp FBK Stock Holding History

Center for Financial Planning’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 		$44.3K Hold
800
– – ﹤0.01% 335
2026
Q1 		$41.6K Hold
800
– – ﹤0.01% 329
2025
Q4 		$44.6K Hold
800
– – ﹤0.01% 314
2025
Q3 		$44.6K Buy
+800
New +$40.6K ﹤0.01% 320

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Center for Financial Planning's FBK Position: Q2 2026 in Review

Center for Financial Planning held its FB Financial Corp (FBK) position steady in Q2 2026 at 800 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Center for Financial Planning first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.6K in Q4 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Center for Financial Planning held 800 shares of FB Financial Corp worth $44.3K as of Q2 2026.
  • Center for Financial Planning left its FB Financial Corp share count unchanged in Q2 2026.
  • FB Financial Corp made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #335 holding.
  • Center for Financial Planning first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's FB Financial Corp position peaked at $44.6K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.