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Clearstead Trust’s FB Financial Corp FBK Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-15
Closed -$837 – 1187
2025
Q3 		$837 Hold
15
– – ﹤0.01% 1269
2025
Q2 		$680 Buy
+15
New +$652 ﹤0.01% 1260

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Clearstead Trust's FBK Position: Q4 2025 in Review

Clearstead Trust sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 15 shares — an estimated $837 sold.

Clearstead Trust first reported a position in FBK in Q2 2025 and held it in 2 quarters. The position peaked at $837 in Q3 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

  • Clearstead Trust reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 15 FB Financial Corp shares in Q4 2025, an estimated $837.
  • Clearstead Trust first reported a position in FB Financial Corp in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's FB Financial Corp position peaked at $837 in Q3 2025.
  • 280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.