MHS
FBK icon

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
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 $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

M Holdings Securities's FBK Position: Q1 2026 in Review

M Holdings Securities held its FB Financial Corp (FBK) position steady in Q1 2026 at 17,491 shares worth $908K. The position accounts for 0.06% of the portfolio, ranked #205.

M Holdings Securities first reported a position in FBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $976K in Q4 2025. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • M Holdings Securities held 17,491 shares of FB Financial Corp worth $908K as of Q1 2026.
  • M Holdings Securities left its FB Financial Corp share count unchanged in Q1 2026.
  • FB Financial Corp made up 0.06% of M Holdings Securities's portfolio in Q1 2026, its #205 holding.
  • M Holdings Securities first reported a position in FB Financial Corp in Q2 2025 and has held it in 4 quarters since.
  • M Holdings Securities's FB Financial Corp position peaked at $976K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.