SWGC
FBLA

Summit Wealth Group (Colorado)’s FB Bancorp FBLA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FBLA Stock Details FBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,975
Closed -$721K – 505
2025
Q3 		$721K Buy
+3,975
New +$47K 0.11% 116

Other funds holding FBLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FBLA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FB Bancorp (FBLA) in Q4 2025, closing a stake of 3,975 shares — an estimated $721K sold.

Summit Wealth Group (Colorado) first reported a position in FBLA in Q3 2025 and held it in 1 quarter. The position peaked at $721K in Q3 2025. 72 funds tracked by Wall St. Rank hold FBLA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FB Bancorp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,975 FB Bancorp shares in Q4 2025, an estimated $721K.
  • Summit Wealth Group (Colorado) first reported a position in FB Bancorp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FB Bancorp position peaked at $721K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held FB Bancorp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.