Claris Advisors’s FB Financial Corp FBK Stock Holding History

Claris Advisors’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 Q4	–	Sell	-3	Closed	-$141	–	428
2024 Q3	$141	Buy	+3	New	+$135	﹤0.01%	1064

Other funds holding FBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claris Advisors's FBK Position: Q4 2024 in Review

Claris Advisors sold out of FB Financial Corp (FBK) in Q4 2024, closing a stake of 3 shares — an estimated $141 sold.

Claris Advisors first reported a position in FBK in Q3 2024 and held it in 1 quarter. The position peaked at $141 in Q3 2024. 217 funds tracked by Wall St. Rank hold FBK as of Q4 2024.

Claris Advisors reported no remaining FB Financial Corp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 FB Financial Corp shares in Q4 2024, an estimated $141.
Claris Advisors first reported a position in FB Financial Corp in Q3 2024 and held it in 1 quarter.
Claris Advisors's FB Financial Corp position peaked at $141 in Q3 2024.
217 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.