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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return