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 Q2	$268K	Sell	4,842 -21	-0.4%	-$1.13K	﹤0.01%	1449
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cresset Asset Management's FBK Position: Q2 2026 in Review

Cresset Asset Management reduced its FB Financial Corp (FBK) stake by 0.43% in Q2 2026, selling an estimated $1.13K and leaving 4,842 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Cresset Asset Management first reported a position in FBK in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.15M in Q3 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

Cresset Asset Management held 4,842 shares of FB Financial Corp worth $268K as of Q2 2026.
Cresset Asset Management sold 21 FB Financial Corp shares in Q2 2026, an estimated $1.13K.
FB Financial Corp made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1449 holding.
Cresset Asset Management first reported a position in FB Financial Corp in Q2 2023 and has held it in 13 quarters since.
Cresset Asset Management's FB Financial Corp position peaked at $2.15M in Q3 2025.
294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.