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Simplicity Wealth’s FB Financial Corp FBK Stock Holding History

Simplicity Wealth’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 		$615K Sell
11,112
-5,085
-31% -$273K 0.02% 563
2026
Q1 		$841K Buy
16,197
+190
+1% +$10.7K 0.05% 327
2025
Q4 		$893K Buy
16,007
+1,650
+11% +$92.2K 0.05% 305
2025
Q3 		$800K Buy
14,357
+1,242
+9% +$63.1K 0.05% 343
2025
Q2 		$594K Sell
13,115
-7
-0.1% -$304 0.02% 418
2025
Q1 		$608K Sell
13,122
-55
-0.4% -$2.76K 0.05% 312
2024
Q4 		$679K Buy
13,177
+4,912
+59% +$256K 0.14% 129
2024
Q3 		$388K Sell
8,265
-90
-1% -$4.04K 0.04% 346
2024
Q2 		$326K Sell
8,355
-48
-0.6% -$1.78K 0.01% 919
2024
Q1 		$316K Buy
+8,403
New +$309K 0.01% 896

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

Simplicity Wealth's FBK Position: Q2 2026 in Review

Simplicity Wealth reduced its FB Financial Corp (FBK) stake by 31% in Q2 2026, selling an estimated $273K and leaving 11,112 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #563.

Simplicity Wealth first reported a position in FBK in Q1 2024 and has held it in 10 quarters since. The position peaked at $893K in Q4 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Simplicity Wealth held 11,112 shares of FB Financial Corp worth $615K as of Q2 2026.
  • Simplicity Wealth sold 5,085 FB Financial Corp shares in Q2 2026, an estimated $273K.
  • FB Financial Corp made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #563 holding.
  • Simplicity Wealth first reported a position in FB Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's FB Financial Corp position peaked at $893K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.