Integrated Wealth Concepts’s FB Financial Corp FBK Stock Holding History

Integrated Wealth Concepts’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	$16.5K	Buy	+298	New	+$16K	﹤0.01%	4217

Other funds holding FBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's FBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FB Financial Corp (FBK) in Q2 2026: 298 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #4217 among its holdings.

294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

Integrated Wealth Concepts held 298 shares of FB Financial Corp worth $16.5K as of Q2 2026.
FB Financial Corp was a new Integrated Wealth Concepts position in Q2 2026.
FB Financial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4217 holding.
294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.