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

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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. 53 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.
  • 53 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.