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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
Q2 		$50.5K Buy
913
+31
+4% +$1.67K ﹤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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Planning Services's FBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its FB Financial Corp (FBK) stake by 3.5% in Q2 2026, buying an estimated $1.67K and bringing the position to 913 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Pinnacle Wealth Planning Services first reported a position in FBK in Q4 2020 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 913 shares of FB Financial Corp worth $50.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 31 FB Financial Corp shares in Q2 2026, an estimated $1.67K.
  • FB Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1269 holding.
  • Pinnacle Wealth Planning Services first reported a position in FB Financial Corp in Q4 2020 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.