LBMC Investment Advisors’s FB Financial Corp FBK Stock Holding History

LBMC Investment 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 Q1	$292K	Buy	5,614 +5	+0.1%	+$281	0.02%	203
2025 Q4	$313K	Buy	5,609 +4	+0.1%	+$224	0.02%	189
2025 Q3	$312K	Buy	5,605 +5	+0.1%	+$254	0.02%	192
2025 Q2	$254K	Buy	+5,600	New	+$243K	0.02%	187
2025 Q1	–	Sell	-4,265	Closed	-$220K	–	201
2024 Q4	$220K	Buy	+4,265	New	+$222K	0.02%	185
2021 Q1	–	Sell	-17,490	Closed	-$607K	–	137
2020 Q4	$607K	Buy	17,490 +3	+0%	+$94	0.07%	64
2020 Q3	$439K	Buy	+17,487	New	+$452K	0.06%	72

Other funds holding FBK

BlackRock New York $5.7T 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return