Steel Grove Capital Advisors’s FB Financial Corp FBK Stock Holding History

Steel Grove Capital Advisors’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 Q3	$286K	Hold	5,526	–	–	0.03%	180
2026 Q2	$306K	Sell	5,526 -10	-0.2%	-$537	0.03%	175
2026 Q1	$288K	Buy	5,536 +10	+0.2%	+$562	0.03%	171
2025 Q4	$308K	Hold	5,526	–	–	0.03%	150
2025 Q3	$250K	Hold	5,526	–	–	0.03%	163
2025 Q2	$250K	Hold	5,526	–	–	0.03%	161
2025 Q1	$256K	Sell	5,526 -2,000	-27%	-$100K	0.04%	146
2024 Q4	$388K	Hold	7,526	–	–	0.05%	125
2024 Q3	$348K	Hold	7,526	–	–	0.05%	131
2024 Q2	$294K	Hold	7,526	–	–	0.04%	146
2024 Q1	$283K	Hold	7,526	–	–	0.04%	170
2023 Q4	$300K	Hold	7,526	–	–	0.04%	141
2023 Q3	$213K	Hold	7,526	–	–	0.03%	172
2023 Q2	$211K	Hold	7,526	–	–	0.03%	174
2023 Q1	$234K	Buy	+7,526	New	+$269K	0.03%	166
2022 Q4	–	Sell	-5,526	Closed	-$211K	–	184
2022 Q3	$211K	Hold	5,526	–	–	0.04%	142
2022 Q2	$217K	Hold	5,526	–	–	0.04%	133
2022 Q1	$245K	Hold	5,526	–	–	0.04%	136
2021 Q4	$242K	Hold	5,526	–	–	0.05%	130
2021 Q3	$237K	Hold	5,526	–	–	0.05%	126
2021 Q2	$206K	Hold	5,526	–	–	0.06%	133
2021 Q1	$246K	Buy	+5,526	New	+$227K	0.08%	117
2020 Q1	–	Sell	-5,526	Closed	-$219K	–	110
2019 Q4	$219K	Sell	5,526 -2,527	-31%	-$96.8K	0.12%	109
2019 Q3	$302K	Sell	8,053 -947	-11%	-$34.9K	0.18%	100
2019 Q2	$329K	Hold	9,000	–	–	0.2%	94
2019 Q1	$286K	Buy	+9,000	New	+$311K	0.19%	100

Other funds holding FBK

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Steel Grove Capital Advisors's FBK Position: Q3 2026 in Review

Steel Grove Capital Advisors held its FB Financial Corp (FBK) position steady in Q3 2026 at 5,526 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #180.

Steel Grove Capital Advisors first reported a position in FBK in Q1 2019 and has held it in 26 quarters since. The position peaked at $388K in Q4 2024. 33 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

Steel Grove Capital Advisors held 5,526 shares of FB Financial Corp worth $286K as of Q3 2026.
Steel Grove Capital Advisors left its FB Financial Corp share count unchanged in Q3 2026.
FB Financial Corp made up 0.03% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #180 holding.
Steel Grove Capital Advisors first reported a position in FB Financial Corp in Q1 2019 and has held it in 26 quarters since.
Steel Grove Capital Advisors's FB Financial Corp position peaked at $388K in Q4 2024.
33 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.