DI
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Disciplined Investments’s FB Financial Corp FBK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$196 – 590
2023
Q2 		$196 Buy
7
+2
+40% +$57 ﹤0.01% 1503
2023
Q1 		$155 Sell
5
-1
-17% -$36 ﹤0.01% 1531
2022
Q4 		$217 Sell
6
-1
-14% -$40 ﹤0.01% 1421
2022
Q3 		$0 Sell
7
-1
-13% -$41 ﹤0.01% 1347
2022
Q2 		$0 Buy
8
+3
+60% +$121 ﹤0.01% 1372
2022
Q1 		$0 Buy
+5
New +$223 ﹤0.01% 1422

Other funds holding FBK

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Disciplined Investments's FBK Position: Q3 2023 in Review

Disciplined Investments sold out of FB Financial Corp (FBK) in Q3 2023, closing a stake of 7 shares — an estimated $196 sold.

Disciplined Investments first reported a position in FBK in Q1 2022 and held it in 6 quarters. The position peaked at $217 in Q4 2022. 186 funds tracked by Wall St. Rank hold FBK as of Q3 2023.

  • Disciplined Investments reported no remaining FB Financial Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 FB Financial Corp shares in Q3 2023, an estimated $196.
  • Disciplined Investments first reported a position in FB Financial Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's FB Financial Corp position peaked at $217 in Q4 2022.
  • 186 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.