SWMG LLC’s FB Financial Corp FBK Stock Holding History

SWMG LLC’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 Q2	–	Sell	-4,810	Closed	-$250K	–	113
2026 Q1	$250K	Hold	4,810	–	–	0.07%	103
2025 Q4	$296K	Buy	4,810 +578	+14%	+$32.3K	0.08%	94
2025 Q3	$231K	Buy	+4,232	New	+$215K	0.07%	105

Other funds holding FBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SWMG LLC's FBK Position: Q2 2026 in Review

SWMG LLC sold out of FB Financial Corp (FBK) in Q2 2026, closing a stake of 4,810 shares — an estimated $250K sold.

SWMG LLC first reported a position in FBK in Q3 2025 and held it in 3 quarters. The position peaked at $296K in Q4 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

SWMG LLC reported no remaining FB Financial Corp position as of Q2 2026 after selling out during the quarter.
SWMG LLC sold 4,810 FB Financial Corp shares in Q2 2026, an estimated $250K.
SWMG LLC first reported a position in FB Financial Corp in Q3 2025 and held it in 3 quarters.
SWMG LLC's FB Financial Corp position peaked at $296K in Q4 2025.
294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.