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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Steel Grove Capital Advisors's FBK Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its FB Financial Corp (FBK) stake by 0.18% in Q1 2026, buying an estimated $562 and bringing the position to 5,536 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #171.

Steel Grove Capital Advisors first reported a position in FBK in Q1 2019 and has held it in 24 quarters since. The position peaked at $388K in Q4 2024. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

Steel Grove Capital Advisors held 5,536 shares of FB Financial Corp worth $288K as of Q1 2026.
Steel Grove Capital Advisors bought 10 FB Financial Corp shares in Q1 2026, an estimated $562.
FB Financial Corp made up 0.03% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #171 holding.
Steel Grove Capital Advisors first reported a position in FB Financial Corp in Q1 2019 and has held it in 24 quarters since.
Steel Grove Capital Advisors's FB Financial Corp position peaked at $388K in Q4 2024.
278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.