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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
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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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

Root Financial Partners's FBK Position: Q2 2026 in Review

Root Financial Partners sold out of FB Financial Corp (FBK) in Q2 2026, closing a stake of 226 shares — an estimated $11.7K sold.

Root Financial Partners first reported a position in FBK in Q3 2025 and held it in 3 quarters. The position peaked at $11.7K in Q1 2026. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Root Financial Partners reported no remaining FB Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 226 FB Financial Corp shares in Q2 2026, an estimated $11.7K.
  • Root Financial Partners first reported a position in FB Financial Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FB Financial Corp position peaked at $11.7K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.