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Rothschild Investment LLC’s FB Financial Corp FBK Stock Holding History

Rothschild Investment LLC’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 		$4.43K Sell
80
-5
-6% -$269 ﹤0.01% 2352
2026
Q1 		$4.42K Buy
85
+19
+29% +$1.07K ﹤0.01% 2120
2025
Q4 		$3.68K Buy
66
+1
+2% +$56 ﹤0.01% 2046
2025
Q3 		$3.62K Sell
65
-15
-19% -$762 ﹤0.01% 1862
2025
Q2 		$3.62K Sell
80
-5
-6% -$217 ﹤0.01% 1672
2025
Q1 		$3.94K Buy
85
+50
+143% +$2.51K ﹤0.01% 1549
2024
Q4 		$1.8K Sell
35
-10
-22% -$521 ﹤0.01% 1860
2024
Q3 		$2.11K Buy
45
+30
+200% +$1.35K ﹤0.01% 1693
2024
Q2 		$585 Buy
15
+10
+200% +$370 ﹤0.01% 1915
2024
Q1 		$188 Buy
+5
New +$184 ﹤0.01% 1770

Other funds holding FBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's FBK Position: Q2 2026 in Review

Rothschild Investment LLC reduced its FB Financial Corp (FBK) stake by 5.9% in Q2 2026, selling an estimated $269 and leaving 80 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Rothschild Investment LLC first reported a position in FBK in Q1 2024 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Rothschild Investment LLC held 80 shares of FB Financial Corp worth $4.43K as of Q2 2026.
  • Rothschild Investment LLC sold 5 FB Financial Corp shares in Q2 2026, an estimated $269.
  • FB Financial Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2352 holding.
  • Rothschild Investment LLC first reported a position in FB Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • 121 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.