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Clearstead Advisors’s FB Financial Corp FBK Stock Holding History

Clearstead 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
2026
Q2 		$164K Buy
2,972
+36
+1% +$1.93K ﹤0.01% 1117
2026
Q1 		$152K Buy
+2,936
New +$165K ﹤0.01% 1040
2025
Q4 		– Sell
-179
Closed -$9.98K – 2910
2025
Q3 		$9.98K Hold
179
– – ﹤0.01% 1930
2025
Q2 		$8.11K Buy
+179
New +$7.78K ﹤0.01% 1959

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
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
WHG
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

Clearstead Advisors's FBK Position: Q2 2026 in Review

Clearstead Advisors increased its FB Financial Corp (FBK) stake by 1.2% in Q2 2026, buying an estimated $1.93K and bringing the position to 2,972 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Clearstead Advisors first reported a position in FBK in Q2 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Clearstead Advisors held 2,972 shares of FB Financial Corp worth $164K as of Q2 2026.
  • Clearstead Advisors bought 36 FB Financial Corp shares in Q2 2026, an estimated $1.93K.
  • FB Financial Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1117 holding.
  • Clearstead Advisors first reported a position in FB Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.