SWP
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Sagespring Wealth Partners’s FB Financial Corp FBK Stock Holding History

Sagespring Wealth 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 		$322K Hold
5,825
– – 0.01% 664
2026
Q1 		$303K Sell
5,825
-3
-0.1% -$169 0.01% 654
2025
Q4 		$325K Sell
5,828
-867
-13% -$48.5K 0.01% 596
2025
Q3 		$373K Buy
6,695
+25
+0.4% +$1.27K 0.01% 534
2025
Q2 		$302K Sell
6,670
-220
-3% -$9.56K 0.01% 576
2025
Q1 		$319K Sell
6,890
-1,374
-17% -$68.9K 0.01% 497
2024
Q4 		$426K Buy
+8,264
New +$430K 0.01% 385

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

Sagespring Wealth Partners's FBK Position: Q2 2026 in Review

Sagespring Wealth Partners held its FB Financial Corp (FBK) position steady in Q2 2026 at 5,825 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #664.

Sagespring Wealth Partners first reported a position in FBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2024. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Sagespring Wealth Partners held 5,825 shares of FB Financial Corp worth $322K as of Q2 2026.
  • Sagespring Wealth Partners left its FB Financial Corp share count unchanged in Q2 2026.
  • FB Financial Corp made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #664 holding.
  • Sagespring Wealth Partners first reported a position in FB Financial Corp in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's FB Financial Corp position peaked at $426K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.