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Everhart Financial Group’s Fortune Brands Innovations FBIN Stock Holding History

Everhart Financial Group’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,001
Closed -$214K – 427
2025
Q3 		$214K Sell
4,001
-341
-8% -$19.2K 0.02% 370
2025
Q2 		$224K Sell
4,342
-1,646
-27% -$86.1K 0.03% 322
2025
Q1 		$365K Buy
5,988
+166
+3% +$11.1K 0.05% 256
2024
Q4 		$398K Sell
5,822
-349
-6% -$28K 0.08% 223
2024
Q3 		$552K Buy
6,171
+1,775
+40% +$136K 0.12% 182
2024
Q2 		$285K Sell
4,396
-329
-7% -$23.7K 0.07% 229
2024
Q1 		$400K Buy
4,725
+649
+16% +$51.6K 0.12% 178
2023
Q4 		$310K Buy
4,076
+178
+5% +$11.7K 0.11% 175
2023
Q3 		$242K Buy
3,898
+33
+0.9% +$2.27K 0.1% 181
2023
Q2 		$278K Buy
3,865
+362
+10% +$23K 0.12% 171
2023
Q1 		$206K Buy
+3,503
New +$214K 0.09% 197

Other funds holding FBIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Everhart Financial Group's FBIN Position: Q4 2025 in Review

Everhart Financial Group sold out of Fortune Brands Innovations (FBIN) in Q4 2025, closing a stake of 4,001 shares — an estimated $214K sold.

Everhart Financial Group first reported a position in FBIN in Q1 2023 and held it in 11 quarters. The position peaked at $552K in Q3 2024. 512 funds tracked by Wall St. Rank hold FBIN as of Q4 2025.

  • Everhart Financial Group reported no remaining Fortune Brands Innovations position as of Q4 2025 after selling out during the quarter.
  • Everhart Financial Group sold 4,001 Fortune Brands Innovations shares in Q4 2025, an estimated $214K.
  • Everhart Financial Group first reported a position in Fortune Brands Innovations in Q1 2023 and held it in 11 quarters.
  • Everhart Financial Group's Fortune Brands Innovations position peaked at $552K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2025.

Based on Everhart Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.