Pinnacle Wealth Planning Services
FBK icon

Pinnacle Wealth Planning Services’s FB Financial Corp FBK Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$49.9K Buy
965
+52
+6% +$2.99K ﹤0.01% 1265
2026
Q2 		$50.5K Buy
913
+31
+4% +$1.66K ﹤0.01% 1269
2026
Q1 		$45.8K Buy
882
+34
+4% +$1.91K ﹤0.01% 1252
2025
Q4 		$47.3K Buy
+848
New +$47.4K ﹤0.01% 1230
2021
Q1 		– Sell
-261
Closed -$9K – 894
2020
Q4 		$9K Buy
+261
New +$8.2K ﹤0.01% 1421

Other funds holding FBK

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Albert D. Mason Inc
Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's FBK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its FB Financial Corp (FBK) stake by 5.7% in Q3 2026, buying an estimated $2.99K and bringing the position to 965 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Pinnacle Wealth Planning Services first reported a position in FBK in Q4 2020 and has held it in 5 quarters since. The position peaked at $50.5K in Q2 2026. 75 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 965 shares of FB Financial Corp worth $49.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 52 FB Financial Corp shares in Q3 2026, an estimated $2.99K.
  • FB Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1265 holding.
  • Pinnacle Wealth Planning Services first reported a position in FB Financial Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's FB Financial Corp position peaked at $50.5K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.