Luken Investment Analytics’s FB Financial Corp FBK Stock Holding History

Luken Investment Analytics’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	$784K	Hold	15,092	–	–	0.3%	36
2025 Q4	$842K	Buy	15,092 +488	+3%	+$27.3K	0.33%	30
2025 Q3	$814K	Hold	14,604	–	–	0.32%	32
2025 Q2	$662K	Hold	14,604	–	–	0.29%	33
2025 Q1	$677K	Hold	14,604	–	–	0.32%	32
2024 Q4	$752K	Hold	14,604	–	–	0.35%	30
2024 Q3	$685K	Sell	14,604 -7,476	-34%	-$336K	0.31%	30
2024 Q2	$862K	Sell	22,080 -2,776	-11%	-$103K	0.43%	26
2024 Q1	$936K	Hold	24,856	–	–	0.47%	25
2023 Q4	$991K	Hold	24,856	–	–	0.53%	24
2023 Q3	$705K	Sell	24,856 -425	-2%	-$13.2K	0.41%	25
2023 Q2	$709K	Hold	25,281	–	–	0.4%	24
2023 Q1	$786K	Hold	25,281	–	–	0.46%	21
2022 Q4	$914K	Buy	+25,281	New	+$1.01M	0.58%	20
2020 Q4	$1.12M	Buy	+32,271	New	+$1.01M	0.83%	17

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