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BFC Planning, Inc.’s FB Financial Corp FBK Stock Holding History

BFC Planning, Inc.’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 		$10.1K Hold
182
– – ﹤0.01% 2366
2026
Q1 		$9.46K Hold
182
– – ﹤0.01% 2071
2025
Q4 		$10.2K Hold
182
– – ﹤0.01% 2077
2025
Q3 		$10.1K Buy
182
+32
+21% +$1.62K ﹤0.01% 1914
2025
Q2 		$6.8K Hold
150
– – ﹤0.01% 1950
2025
Q1 		$6.95K Hold
150
– – ﹤0.01% 1907
2024
Q4 		$7.73K Buy
+150
New +$7.81K ﹤0.01% 1868

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BFC Planning, Inc.'s FBK Position: Q2 2026 in Review

BFC Planning, Inc. held its FB Financial Corp (FBK) position steady in Q2 2026 at 182 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

BFC Planning, Inc. first reported a position in FBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q4 2025. 296 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • BFC Planning, Inc. held 182 shares of FB Financial Corp worth $10.1K as of Q2 2026.
  • BFC Planning, Inc. left its FB Financial Corp share count unchanged in Q2 2026.
  • FB Financial Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2366 holding.
  • BFC Planning, Inc. first reported a position in FB Financial Corp in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s FB Financial Corp position peaked at $10.2K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.