Covestor’s FB Financial Corp FBK Stock Holding History

Covestor’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 Q1	$0	Hold	3	–	–	﹤0.01%	2416
2025 Q4	$0	Hold	3	–	–	﹤0.01%	2398
2025 Q3	$0	Hold	3	–	–	﹤0.01%	2428
2025 Q2	$0	Hold	3	–	–	﹤0.01%	2370
2025 Q1	$0	Hold	3	–	–	﹤0.01%	2382
2024 Q4	$0	Hold	3	–	–	﹤0.01%	2392
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2376
2024 Q2	$0	Hold	3	–	–	﹤0.01%	2391
2024 Q1	$0	Hold	3	–	–	﹤0.01%	2387
2023 Q4	$0	Sell	3 -1	-25%	-$33	﹤0.01%	2298
2023 Q3	$0	Hold	4	–	–	﹤0.01%	2277
2023 Q2	$0	Hold	4	–	–	﹤0.01%	2283
2023 Q1	$0	Sell	4 -1	-20%	-$36	﹤0.01%	2185
2022 Q4	$0	Sell	5 -2	-29%	-$80	﹤0.01%	2213
2022 Q3	$0	Hold	7	–	–	﹤0.01%	2170
2022 Q2	$0	Sell	7 -13	-65%	-$524	﹤0.01%	2060
2022 Q1	$1K	Buy	20 +1	+5%	+$45	﹤0.01%	1806
2021 Q4	$1K	Buy	+19	New	+$852	﹤0.01%	1742

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Covestor's FBK Position: Q1 2026 in Review

Covestor held its FB Financial Corp (FBK) position steady in Q1 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Covestor first reported a position in FBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q1 2022. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

Covestor held 3 shares of FB Financial Corp worth $0 as of Q1 2026.
Covestor left its FB Financial Corp share count unchanged in Q1 2026.
FB Financial Corp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2416 holding.
Covestor first reported a position in FB Financial Corp in Q4 2021 and has held it in 18 quarters since.
Covestor's FB Financial Corp position peaked at $1K in Q1 2022.
278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.