LPL Financial
FBK icon

LPL Financial’s FB Financial Corp FBK Stock Holding History

LPL Financial’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 		$1.92M Buy
36,920
+11,102
+43% +$624K ﹤0.01% 3549
2025
Q4 		$1.44M Sell
25,818
-2,288
-8% -$128K ﹤0.01% 3708
2025
Q3 		$1.57M Buy
28,106
+22,385
+391% +$1.14M ﹤0.01% 3552
2025
Q2 		$259K Buy
5,721
+1,100
+24% +$47.8K ﹤0.01% 4883
2025
Q1 		$214K Buy
4,621
+623
+16% +$31.2K ﹤0.01% 4817
2024
Q4 		$206K Buy
+3,998
New +$208K ﹤0.01% 4798
2018
Q3 		– Sell
-7,873
Closed -$321K – 3252
2018
Q2 		$321K Hold
7,873
– – ﹤0.01% 2587
2018
Q1 		$320K Buy
+7,873
New +$329K ﹤0.01% 2550

Other funds holding FBK

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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
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
DRZID
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