SW
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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
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 $5.7T 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