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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sagespring Wealth Partners's FBK Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its FB Financial Corp (FBK) stake by 0.05% in Q1 2026, selling an estimated $169 and leaving 5,825 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #654.

Sagespring Wealth Partners first reported a position in FBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $426K in Q4 2024. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • Sagespring Wealth Partners held 5,825 shares of FB Financial Corp worth $303K as of Q1 2026.
  • Sagespring Wealth Partners sold 3 FB Financial Corp shares in Q1 2026, an estimated $169.
  • FB Financial Corp made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #654 holding.
  • Sagespring Wealth Partners first reported a position in FB Financial Corp in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's FB Financial Corp position peaked at $426K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.