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M Holdings Securities’s FB Financial Corp FBK Stock Holding History

M Holdings Securities’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 		– Sell
-17,491
Closed -$908K – 193
2026
Q1 		$908K Hold
17,491
– – 0.06% 205
2025
Q4 		$976K Hold
17,491
– – 0.07% 196
2025
Q3 		$975K Hold
17,491
– – 0.21% 58
2025
Q2 		$794K Buy
+17,491
New +$760K 0.14% 105

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

M Holdings Securities's FBK Position: Q2 2026 in Review

M Holdings Securities sold out of FB Financial Corp (FBK) in Q2 2026, closing a stake of 17,491 shares — an estimated $908K sold.

M Holdings Securities first reported a position in FBK in Q2 2025 and held it in 4 quarters. The position peaked at $976K in Q4 2025. 295 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • M Holdings Securities reported no remaining FB Financial Corp position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 17,491 FB Financial Corp shares in Q2 2026, an estimated $908K.
  • M Holdings Securities first reported a position in FB Financial Corp in Q2 2025 and held it in 4 quarters.
  • M Holdings Securities's FB Financial Corp position peaked at $976K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.