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Sowell Financial Services’s FB Financial Corp FBK Stock Holding History

Sowell Financial Services’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 		$244K Buy
4,412
+384
+10% +$20.6K 0.01% 969
2026
Q1 		$209K Buy
+4,028
New +$226K 0.01% 1029
2021
Q2 		– Sell
-2,631
Closed -$112K – 1230
2021
Q1 		$112K Hold
2,631
– – ﹤0.01% 1320
2020
Q4 		$91K Hold
2,631
– – ﹤0.01% 1186
2020
Q3 		$66K Buy
+2,631
New +$68K ﹤0.01% 1116

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

Sowell Financial Services's FBK Position: Q2 2026 in Review

Sowell Financial Services increased its FB Financial Corp (FBK) stake by 9.5% in Q2 2026, buying an estimated $20.6K and bringing the position to 4,412 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #969.

Sowell Financial Services first reported a position in FBK in Q3 2020 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Sowell Financial Services held 4,412 shares of FB Financial Corp worth $244K as of Q2 2026.
  • Sowell Financial Services bought 384 FB Financial Corp shares in Q2 2026, an estimated $20.6K.
  • FB Financial Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #969 holding.
  • Sowell Financial Services first reported a position in FB Financial Corp in Q3 2020 and has held it in 5 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.