Creative Planning
FBK icon

Creative Planning’s FB Financial Corp FBK Stock Holding History

Creative 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 		$2.7M Sell
48,821
-915
-2% -$49.1K ﹤0.01% 1861
2026
Q1 		$2.58M Buy
49,736
+4,077
+9% +$229K ﹤0.01% 1702
2025
Q4 		$2.55M Buy
45,659
+1,201
+3% +$67.1K ﹤0.01% 1519
2025
Q3 		$2.48M Buy
44,458
+4,285
+11% +$218K ﹤0.01% 1365
2025
Q2 		$1.82M Sell
40,173
-181
-0.4% -$7.87K ﹤0.01% 1395
2025
Q1 		$1.87M Buy
40,354
+13,139
+48% +$658K ﹤0.01% 1214
2024
Q4 		$1.4M Buy
27,215
+907
+3% +$47.2K ﹤0.01% 1385
2024
Q3 		$1.23M Buy
26,308
+1,149
+5% +$51.6K ﹤0.01% 1357
2024
Q2 		$982K Buy
25,159
+6,037
+32% +$224K ﹤0.01% 1410
2024
Q1 		$720K Buy
19,122
+2,122
+12% +$78K ﹤0.01% 1579
2023
Q4 		$677K Buy
17,000
+7,323
+76% +$243K ﹤0.01% 1490
2023
Q3 		$274K Buy
9,677
+1,492
+18% +$46.3K ﹤0.01% 2010
2023
Q2 		$230K Buy
+8,185
New +$233K ﹤0.01% 2115

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

Creative Planning's FBK Position: Q2 2026 in Review

Creative Planning reduced its FB Financial Corp (FBK) stake by 1.8% in Q2 2026, selling an estimated $49.1K and leaving 48,821 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Creative Planning first reported a position in FBK in Q2 2023 and has held it in 13 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Creative Planning held 48,821 shares of FB Financial Corp worth $2.7M as of Q2 2026.
  • Creative Planning sold 915 FB Financial Corp shares in Q2 2026, an estimated $49.1K.
  • FB Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1861 holding.
  • Creative Planning first reported a position in FB Financial Corp in Q2 2023 and has held it in 13 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.