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Summit Securities Group’s FB Financial Corp FBK Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-430
Closed -$24K – 1079
2025
Q3 		$24K Sell
430
-2,566
-86% -$130K 0.01% 738
2025
Q2 		$136K Buy
+2,996
New +$130K 0.03% 318

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Summit Securities Group's FBK Position: Q4 2025 in Review

Summit Securities Group sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 430 shares — an estimated $24K sold.

Summit Securities Group first reported a position in FBK in Q2 2025 and held it in 2 quarters. The position peaked at $136K in Q2 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

  • Summit Securities Group reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 430 FB Financial Corp shares in Q4 2025, an estimated $24K.
  • Summit Securities Group first reported a position in FB Financial Corp in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's FB Financial Corp position peaked at $136K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.