JFG
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Jefferies Financial Group’s FB Financial Corp FBK Stock Holding History

Jefferies Financial Group’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
2025
Q3 		– Sell
-50,000
Closed -$2.27M – 1526
2025
Q2 		$2.27M Hold
50,000
– – 0.02% 487
2025
Q1 		$2.32M Hold
50,000
– – 0.02% 519
2024
Q4 		$2.58M Buy
+50,000
New +$2.6M 0.02% 582

Other funds holding FBK

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group's FBK Position: Q2 2025 in Review

Jefferies Financial Group sold out of FB Financial Corp (FBK) in Q2 2025, closing a stake of 4,000 shares — an estimated $174K sold.

Jefferies Financial Group first reported a position in FBK in Q3 2024 and held it in 3 quarters. The position peaked at $3.78M in Q4 2024. 255 funds tracked by Wall St. Rank hold FBK as of Q2 2025.

  • Jefferies Financial Group reported no remaining FB Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 4,000 FB Financial Corp shares in Q2 2025, an estimated $174K.
  • Jefferies Financial Group first reported a position in FB Financial Corp in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's FB Financial Corp position peaked at $3.78M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.