Root Financial Partners
FBK icon

Root Financial Partners’s FB Financial Corp FBK Stock Holding History

Root Financial Partners’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 		$15.4K Buy
+297
New +$17.1K ﹤0.01% 1698
2026
Q2 		– Sell
-226
Closed -$11.7K – 1322
2026
Q1 		$11.7K Buy
226
+109
+93% +$6.13K ﹤0.01% 1604
2025
Q4 		$6.53K Sell
117
-10
-8% -$559 ﹤0.01% 1674
2025
Q3 		$7.08K Buy
+127
New +$6.45K ﹤0.01% 1584

Other funds holding FBK

BlackRock
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Root Financial Partners's FBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in FB Financial Corp (FBK) in Q3 2026: 297 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1698 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBK as recently as Q1 2026.

Root Financial Partners first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

  • Root Financial Partners held 297 shares of FB Financial Corp worth $15.4K as of Q3 2026.
  • FB Financial Corp was a new Root Financial Partners position in Q3 2026.
  • FB Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1698 holding.
  • Root Financial Partners first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.