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
Q2 		$2.1M Buy
37,859
+939
+3% +$50.4K ﹤0.01% 3689
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

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

LPL Financial's FBK Position: Q2 2026 in Review

LPL Financial increased its FB Financial Corp (FBK) stake by 2.5% in Q2 2026, buying an estimated $50.4K and bringing the position to 37,859 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

LPL Financial first reported a position in FBK in Q1 2018 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • LPL Financial held 37,859 shares of FB Financial Corp worth $2.1M as of Q2 2026.
  • LPL Financial bought 939 FB Financial Corp shares in Q2 2026, an estimated $50.4K.
  • FB Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3689 holding.
  • LPL Financial first reported a position in FB Financial Corp in Q1 2018 and has held it in 9 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.