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
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return