ECM
FBK icon

Evergreen Capital Management’s FB Financial Corp FBK Stock Holding History

Evergreen Capital 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 		– Sell
-4,263
Closed -$238K – 1551
2025
Q4 		$238K Sell
4,263
-558
-12% -$31.2K 0.01% 1199
2025
Q3 		$269K Buy
+4,821
New +$245K 0.01% 1053

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Evergreen Capital Management's FBK Position: Q1 2026 in Review

Evergreen Capital Management sold out of FB Financial Corp (FBK) in Q1 2026, closing a stake of 4,263 shares — an estimated $238K sold.

Evergreen Capital Management first reported a position in FBK in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q3 2025. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • Evergreen Capital Management reported no remaining FB Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 4,263 FB Financial Corp shares in Q1 2026, an estimated $238K.
  • Evergreen Capital Management first reported a position in FB Financial Corp in Q3 2025 and held it in 2 quarters.
  • Evergreen Capital Management's FB Financial Corp position peaked at $269K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.