Johnson Financial Group Inc (Wisconsin)’s FB Financial Corp FBK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-1,337	Closed	-$74.5K	–	988
2025 Q3	$74.5K	Buy	+1,337	New	+$67.9K	﹤0.01%	513
2025 Q2	–	Sell	-11,161	Closed	-$517K	–	773
2025 Q1	$517K	Buy	+11,161	New	+$559K	0.03%	219
2024 Q4	–	Sell	-12,642	Closed	-$593K	–	886
2024 Q3	$593K	Hold	12,642	–	–	0.03%	214
2024 Q2	$493K	Buy	12,642 +1,689	+15%	+$62.6K	0.02%	212
2024 Q1	$412K	Buy	10,953 +10,545	+2,585%	+$388K	0.02%	218
2023 Q4	$16.3K	Buy	+408	New	+$13.5K	﹤0.01%	589

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FBK Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 1,337 shares — an estimated $74.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FBK in Q4 2023 and held it in 6 quarters. The position peaked at $593K in Q3 2024. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,337 FB Financial Corp shares in Q4 2025, an estimated $74.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in FB Financial Corp in Q4 2023 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s FB Financial Corp position peaked at $593K in Q3 2024.
280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.