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Tortoise Investment Management’s FB Financial Corp FBK Stock Holding History

Tortoise Investment Management’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
-1
Closed -$56 – 647
2025
Q3 		$56 Buy
+1
New +$51 ﹤0.01% 1485

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

Tortoise Investment Management's FBK Position: Q4 2025 in Review

Tortoise Investment Management sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 1 share — an estimated $56 sold.

Tortoise Investment Management first reported a position in FBK in Q3 2025 and held it in 1 quarter. The position peaked at $56 in Q3 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

  • Tortoise Investment Management reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 FB Financial Corp share in Q4 2025, an estimated $56.
  • Tortoise Investment Management first reported a position in FB Financial Corp in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's FB Financial Corp position peaked at $56 in Q3 2025.
  • 280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.