EWA
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EverSource Wealth Advisors’s FB Financial Corp FBK Stock Holding History

EverSource Wealth 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 		$23.7K Sell
428
-478
-53% -$25.7K ﹤0.01% 2307
2026
Q1 		$47.1K Buy
906
+1
+0.1% +$56 ﹤0.01% 1932
2025
Q4 		$50.5K Sell
905
-13
-1% -$727 ﹤0.01% 1743
2025
Q3 		$51.2K Buy
918
+54
+6% +$2.74K ﹤0.01% 1692
2025
Q2 		$39.1K Buy
864
+795
+1,152% +$34.6K ﹤0.01% 1783
2025
Q1 		$3.2K Buy
69
+46
+200% +$2.31K ﹤0.01% 2706
2024
Q4 		$1.19K Buy
23
+9
+64% +$469 ﹤0.01% 2902
2024
Q3 		$657 Hold
14
– – ﹤0.01% 2808
2024
Q2 		$654 Buy
+14
New +$519 ﹤0.01% 2830
2023
Q2 		– Sell
-51
Closed -$1.58K – 2527
2023
Q1 		$1.58K Hold
51
– – ﹤0.01% 2006
2022
Q4 		$1.84K Sell
51
-369
-88% -$14.8K ﹤0.01% 1933
2022
Q3 		$16K Hold
420
– – ﹤0.01% 976
2022
Q2 		$16K Hold
420
– – ﹤0.01% 889
2022
Q1 		$19K Hold
420
– – ﹤0.01% 717
2021
Q4 		$19K Buy
+420
New +$18.8K 0.01% 707

Other funds holding FBK

PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

EverSource Wealth Advisors's FBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FB Financial Corp (FBK) stake by 53% in Q2 2026, selling an estimated $25.7K and leaving 428 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

EverSource Wealth Advisors first reported a position in FBK in Q4 2021 and has held it in 15 quarters since. The position peaked at $51.2K in Q3 2025. 101 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • EverSource Wealth Advisors held 428 shares of FB Financial Corp worth $23.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 478 FB Financial Corp shares in Q2 2026, an estimated $25.7K.
  • FB Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2307 holding.
  • EverSource Wealth Advisors first reported a position in FB Financial Corp in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's FB Financial Corp position peaked at $51.2K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.