Steward Partners Investment Advisory
FBK icon

Steward Partners Investment Advisory’s FB Financial Corp FBK Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-116
Closed -$6.47K – 4484
2025
Q4 		$6.47K Hold
116
– – ﹤0.01% 3609
2025
Q3 		$6.47K Hold
116
– – ﹤0.01% 3568
2025
Q2 		$5.25K Hold
116
– – ﹤0.01% 3467
2025
Q1 		$5.38K Hold
116
– – ﹤0.01% 3355
2024
Q4 		$5.97K Hold
116
– – ﹤0.01% 3302
2024
Q3 		$5.44K Hold
116
– – ﹤0.01% 3159
2024
Q2 		$4.53K Hold
116
– – ﹤0.01% 3077
2024
Q1 		$4.37K Hold
116
– – ﹤0.01% 3082
2023
Q4 		$4.62K Buy
+116
New +$3.84K ﹤0.01% 2989

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Steward Partners Investment Advisory's FBK Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of FB Financial Corp (FBK) in Q1 2026, closing a stake of 116 shares — an estimated $6.47K sold.

Steward Partners Investment Advisory first reported a position in FBK in Q4 2023 and held it in 9 quarters. The position peaked at $6.47K in Q4 2025. 278 funds tracked by Wall St. Rank hold FBK as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining FB Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 116 FB Financial Corp shares in Q1 2026, an estimated $6.47K.
  • Steward Partners Investment Advisory first reported a position in FB Financial Corp in Q4 2023 and held it in 9 quarters.
  • Steward Partners Investment Advisory's FB Financial Corp position peaked at $6.47K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.