MML Investors Services

MML Investors Services’s FB Financial Corp FBK Stock Holding History

MML Investors Services’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	$279K	Buy	5,376 +1,307	+32%	+$73.5K	﹤0.01%	2601
2025 Q4	$227K	Sell	4,069 -1,229	-23%	-$68.7K	﹤0.01%	2808
2025 Q3	$295K	Sell	5,298 -1,950	-27%	-$99K	﹤0.01%	2534
2025 Q2	$328K	Buy	7,248 +42	+0.6%	+$1.83K	﹤0.01%	2372
2025 Q1	$334K	Buy	7,206 +43	+0.6%	+$2.15K	﹤0.01%	2243
2024 Q4	$369K	Sell	7,163 -1,189	-14%	-$61.9K	﹤0.01%	2129
2024 Q3	$392K	Sell	8,352 -54	-0.6%	-$2.43K	﹤0.01%	2014
2024 Q2	$328K	Sell	8,406 -920	-10%	-$34.1K	﹤0.01%	2027
2024 Q1	$351K	Sell	9,326 -432	-4%	-$15.9K	﹤0.01%	2008
2023 Q4	$389K	Buy	9,758 +395	+4%	+$13.1K	﹤0.01%	1899
2023 Q3	$266K	Buy	9,363 +233	+3%	+$7.23K	﹤0.01%	1995
2023 Q2	$256K	Buy	+9,130	New	+$260K	﹤0.01%	2030
2022 Q2	–	Sell	-4,528	Closed	-$201K	–	2060
2022 Q1	$201K	Sell	4,528 -55	-1%	-$2.46K	﹤0.01%	1973
2021 Q4	$201K	Buy	+4,583	New	+$205K	﹤0.01%	1925

Other funds holding FBK

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 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