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OneAscent Wealth Management’s FB Financial Corp FBK Stock Holding History

OneAscent Wealth Management’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
2025
Q4 		– Sell
-7,685
Closed -$428K – 173
2025
Q3 		$428K Buy
+7,685
New +$390K 0.14% 83

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

OneAscent Wealth Management's FBK Position: Q4 2025 in Review

OneAscent Wealth Management sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 7,685 shares — an estimated $428K sold.

OneAscent Wealth Management first reported a position in FBK in Q3 2025 and held it in 1 quarter. The position peaked at $428K in Q3 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

  • OneAscent Wealth Management reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 7,685 FB Financial Corp shares in Q4 2025, an estimated $428K.
  • OneAscent Wealth Management first reported a position in FB Financial Corp in Q3 2025 and held it in 1 quarter.
  • OneAscent Wealth Management's FB Financial Corp position peaked at $428K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on OneAscent Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.