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Richard Bernstein Advisors’s FB Financial Corp FBK Stock Holding History

Richard Bernstein 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
2025
Q2 		– Sell
-94,185
Closed -$4.37M – 221
2025
Q1 		$4.37M Sell
94,185
-3,563
-4% -$179K 0.11% 82
2024
Q4 		$5.03M Hold
97,748
– – 0.11% 71
2024
Q3 		$4.59M Hold
97,748
– – 0.1% 85
2024
Q2 		$3.82M Hold
97,748
– – 0.08% 99
2024
Q1 		$3.68M Hold
97,748
– – 0.08% 105
2023
Q4 		$3.9M Buy
97,748
+59
+0.1% +$1.95K 0.09% 79
2023
Q3 		$2.77M Buy
+97,689
New +$3.03M 0.06% 139

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Richard Bernstein Advisors's FBK Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of FB Financial Corp (FBK) in Q2 2025, closing a stake of 94,185 shares — an estimated $4.37M sold.

Richard Bernstein Advisors first reported a position in FBK in Q3 2023 and held it in 7 quarters. The position peaked at $5.03M in Q4 2024. 255 funds tracked by Wall St. Rank hold FBK as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining FB Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 94,185 FB Financial Corp shares in Q2 2025, an estimated $4.37M.
  • Richard Bernstein Advisors first reported a position in FB Financial Corp in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's FB Financial Corp position peaked at $5.03M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.