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Dana Investment Advisors’s FB Financial Corp FBK Stock Holding History

Dana Investment Advisors’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 		$2.29M Buy
41,359
+4,687
+13% +$252K 0.06% 313
2026
Q1 		$1.9M Buy
36,672
+6,538
+22% +$368K 0.06% 320
2025
Q4 		$1.68M Sell
30,134
-43
-0.1% -$2.4K 0.05% 330
2025
Q3 		$1.68M Buy
+30,177
New +$1.53M 0.05% 326

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

Dana Investment Advisors's FBK Position: Q2 2026 in Review

Dana Investment Advisors increased its FB Financial Corp (FBK) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 41,359 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #313.

Dana Investment Advisors first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Dana Investment Advisors held 41,359 shares of FB Financial Corp worth $2.29M as of Q2 2026.
  • Dana Investment Advisors bought 4,687 FB Financial Corp shares in Q2 2026, an estimated $252K.
  • FB Financial Corp made up 0.06% of Dana Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Dana Investment Advisors first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.