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Summit Global Investments’s FB Financial Corp FBK Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-20,604
Closed -$933K – 487
2025
Q2 		$933K Buy
20,604
+1,349
+7% +$58.6K 0.06% 211
2025
Q1 		$893K Buy
19,255
+429
+2% +$21.5K 0.07% 184
2024
Q4 		$970K Buy
+18,826
New +$980K 0.06% 221
2023
Q1 		– Sell
-10,100
Closed -$365K – 526
2022
Q4 		$365K Hold
10,100
– – 0.03% 373
2022
Q3 		$386K Hold
10,100
– – 0.04% 363
2022
Q2 		$396K Buy
+10,100
New +$407K 0.03% 360

Other funds holding FBK

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Global Investments's FBK Position: Q3 2025 in Review

Summit Global Investments sold out of FB Financial Corp (FBK) in Q3 2025, closing a stake of 20,604 shares — an estimated $933K sold.

Summit Global Investments first reported a position in FBK in Q2 2022 and held it in 6 quarters. The position peaked at $970K in Q4 2024. 277 funds tracked by Wall St. Rank hold FBK as of Q3 2025.

  • Summit Global Investments reported no remaining FB Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 20,604 FB Financial Corp shares in Q3 2025, an estimated $933K.
  • Summit Global Investments first reported a position in FB Financial Corp in Q2 2022 and held it in 6 quarters.
  • Summit Global Investments's FB Financial Corp position peaked at $970K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.