Equitable Trust’s FB Financial Corp FBK Stock Holding History

Equitable Trust’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	$310K	Sell	5,977 -4,284	-42%	-$241K	0.01%	398
2025 Q4	$573K	Hold	10,261	–	–	0.03%	300
2025 Q3	$572K	Buy	10,261 +3,504	+52%	+$178K	0.03%	302
2025 Q2	$306K	Hold	6,757	–	–	0.02%	375
2025 Q1	$313K	Hold	6,757	–	–	0.02%	396
2024 Q4	$348K	Hold	6,757	–	–	0.02%	390
2024 Q3	$317K	Hold	6,757	–	–	0.02%	384
2024 Q2	$264K	Hold	6,757	–	–	0.02%	401
2024 Q1	$254K	Hold	6,757	–	–	0.02%	393
2023 Q4	$269K	Buy	+6,757	New	+$224K	0.02%	368
2023 Q2	–	Sell	-6,757	Closed	-$210K	–	407
2023 Q1	$210K	Hold	6,757	–	–	0.02%	382
2022 Q4	$244K	Buy	6,757 +1,109	+20%	+$44.4K	0.02%	362
2022 Q3	$216K	Hold	5,648	–	–	0.02%	358
2022 Q2	$221K	Hold	5,648	–	–	0.02%	363
2022 Q1	$251K	Hold	5,648	–	–	0.02%	361
2021 Q4	$248K	Hold	5,648	–	–	0.02%	340
2021 Q3	$242K	Hold	5,648	–	–	0.02%	328
2021 Q2	$211K	Hold	5,648	–	–	0.01%	356
2021 Q1	$251K	Buy	+5,648	New	+$232K	0.02%	317

Other funds holding FBK

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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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