IFP Advisors’s FB Financial Corp FBK Stock Holding History

IFP 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 Q1	$1.82K	Hold	35	–	–	﹤0.01%	3994
2025 Q4	$1.95K	Hold	35	–	–	﹤0.01%	3852
2025 Q3	$1.95K	Buy	+35	New	+$1.78K	﹤0.01%	3705
2025 Q2	–	Sell	-5	Closed	-$217	–	3645
2025 Q1	$232	Hold	5	–	–	﹤0.01%	3626
2024 Q4	$258	Buy	+5	New	+$260	﹤0.01%	3621
2023 Q1	–	Sell	-1,681	Closed	-$69K	–	3731
2022 Q4	$69K	Sell	1,681 -180	-10%	-$7.21K	﹤0.01%	2006
2022 Q3	$77K	Hold	1,861	–	–	﹤0.01%	2039
2022 Q2	$77K	Hold	1,861	–	–	﹤0.01%	1868
2022 Q1	$77K	Buy	+1,861	New	+$83.2K	﹤0.01%	1868

Other funds holding FBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return