JWA
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JFS Wealth Advisors’s FB Financial Corp FBK Stock Holding History

JFS Wealth 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
Q2 		$1.99K Buy
36
+4
+13% +$215 ﹤0.01% 1609
2026
Q1 		$1.66K Buy
32
+1
+3% +$56 ﹤0.01% 1560
2025
Q4 		$1.73K Buy
31
+10
+48% +$559 ﹤0.01% 1592
2025
Q3 		$1.17K Hold
21
– – ﹤0.01% 1586
2025
Q2 		$952 Hold
21
– – ﹤0.01% 1583
2025
Q1 		$974 Hold
21
– – ﹤0.01% 1649
2024
Q4 		$1.08K Hold
21
– – ﹤0.01% 1658
2024
Q3 		$986 Buy
21
+1
+5% +$45 ﹤0.01% 1700
2024
Q2 		$781 Hold
20
– – ﹤0.01% 1722
2024
Q1 		$754 Hold
20
– – ﹤0.01% 1719
2023
Q4 		$797 Sell
20
-5
-20% -$166 ﹤0.01% 1701
2023
Q3 		$709 Buy
25
+7
+39% +$217 ﹤0.01% 1673
2023
Q2 		$505 Buy
18
+11
+157% +$313 ﹤0.01% 1755
2023
Q1 		$218 Sell
7
-20
-74% -$715 ﹤0.01% 1816
2022
Q4 		$976 Buy
27
+3
+13% +$120 ﹤0.01% 1612
2022
Q3 		$1K Buy
24
+8
+50% +$327 ﹤0.01% 1545
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1517
2022
Q1 		$1K Buy
16
+11
+220% +$492 ﹤0.01% 1630
2021
Q4 		$0 Buy
+5
New +$224 ﹤0.01% 1765

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

JFS Wealth Advisors's FBK Position: Q2 2026 in Review

JFS Wealth Advisors increased its FB Financial Corp (FBK) stake by 13% in Q2 2026, buying an estimated $215 and bringing the position to 36 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

JFS Wealth Advisors first reported a position in FBK in Q4 2021 and has held it in 19 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of FB Financial Corp worth $1.99K as of Q2 2026.
  • JFS Wealth Advisors bought 4 FB Financial Corp shares in Q2 2026, an estimated $215.
  • FB Financial Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1609 holding.
  • JFS Wealth Advisors first reported a position in FB Financial Corp in Q4 2021 and has held it in 19 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.