NFG
FBK icon

Next Financial Group’s FB Financial Corp FBK Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-50
Closed -$1.6K – 2207
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2160
2019
Q3 		$2K Hold
50
– – ﹤0.01% 2107
2019
Q2 		$2K Buy
+50
New +$1.76K ﹤0.01% 2112
2019
Q1 		– Sell
-50
Closed -$2K – 1758
2018
Q4 		$2K Buy
+50
New +$1.83K ﹤0.01% 1733

Other funds holding FBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Next Financial Group's FBK Position: Q1 2020 in Review

Next Financial Group sold out of FB Financial Corp (FBK) in Q1 2020, closing a stake of 50 shares — an estimated $1.6K sold.

Next Financial Group first reported a position in FBK in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 105 funds tracked by Wall St. Rank hold FBK as of Q1 2020.

  • Next Financial Group reported no remaining FB Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 50 FB Financial Corp shares in Q1 2020, an estimated $1.6K.
  • Next Financial Group first reported a position in FB Financial Corp in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's FB Financial Corp position peaked at $2K in Q4 2019.
  • 105 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.