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Cresset Asset Management’s FB Financial Corp FBK Stock Holding History

Cresset Asset Management’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 		$253K Sell
4,863
-33,514
-87% -$1.88M ﹤0.01% 1355
2025
Q4 		$2.14M Sell
38,377
-183
-0.5% -$10.2K 0.01% 548
2025
Q3 		$2.15M Buy
38,560
+4,978
+15% +$253K 0.01% 508
2025
Q2 		$1.52M Hold
33,582
– – 0.01% 567
2025
Q1 		$1.56M Sell
33,582
-350
-1% -$17.5K 0.01% 621
2024
Q4 		$1.75M Sell
33,932
-567
-2% -$29.5K 0.01% 590
2024
Q3 		$1.62M Buy
34,499
+37
+0.1% +$1.66K 0.01% 915
2024
Q2 		$1.35M Buy
34,462
+25
+0.1% +$926 0.01% 915
2024
Q1 		$1.3M Sell
34,437
-1,115
-3% -$41K 0.01% 866
2023
Q4 		$1.42M Sell
35,552
-131
-0.4% -$4.34K 0.01% 738
2023
Q3 		$1.01M Buy
35,683
+1,432
+4% +$44.4K 0.01% 849
2023
Q2 		$961K Buy
+34,251
New +$976K 0.01% 967

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