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Physician Wealth Advisors’s FB Financial Corp FBK Stock Holding History

Physician Wealth Advisors’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 		– Sell
-5
Closed -$279 – 2123
2025
Q4 		$279 Buy
+5
New +$279 ﹤0.01% 1988

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

Physician Wealth Advisors's FBK Position: Q1 2026 in Review

Physician Wealth Advisors sold out of FB Financial Corp (FBK) in Q1 2026, closing a stake of 5 shares — an estimated $279 sold.

Physician Wealth Advisors first reported a position in FBK in Q4 2025 and held it in 1 quarter. The position peaked at $279 in Q4 2025. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • Physician Wealth Advisors reported no remaining FB Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 FB Financial Corp shares in Q1 2026, an estimated $279.
  • Physician Wealth Advisors first reported a position in FB Financial Corp in Q4 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's FB Financial Corp position peaked at $279 in Q4 2025.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.