HIA
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Harbor Investment Advisory’s FB Financial Corp FBK Stock Holding History

Harbor Investment Advisory’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 		– Sell
-211
Closed -$11K – 1336
2026
Q1 		$11K Buy
+211
New +$11.9K ﹤0.01% 898

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Harbor Investment Advisory's FBK Position: Q2 2026 in Review

Harbor Investment Advisory sold out of FB Financial Corp (FBK) in Q2 2026, closing a stake of 211 shares — an estimated $11K sold.

Harbor Investment Advisory first reported a position in FBK in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 295 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Harbor Investment Advisory reported no remaining FB Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 211 FB Financial Corp shares in Q2 2026, an estimated $11K.
  • Harbor Investment Advisory first reported a position in FB Financial Corp in Q1 2026 and held it in 1 quarter.
  • Harbor Investment Advisory's FB Financial Corp position peaked at $11K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.