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Toth Financial Advisory’s FB Financial Corp FBK Stock Holding History

Toth Financial Advisory’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 		$537K Buy
9,695
+400
+4% +$21.5K 0.05% 174
2026
Q1 		$483K Sell
9,295
-9,385
-50% -$528K 0.05% 168
2025
Q4 		$1.04M Buy
18,680
+16,780
+883% +$938K 0.11% 132
2025
Q3 		$106K Buy
+1,900
New +$96.5K 0.01% 262

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Toth Financial Advisory's FBK Position: Q2 2026 in Review

Toth Financial Advisory increased its FB Financial Corp (FBK) stake by 4.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 9,695 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #174.

Toth Financial Advisory first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Toth Financial Advisory held 9,695 shares of FB Financial Corp worth $537K as of Q2 2026.
  • Toth Financial Advisory bought 400 FB Financial Corp shares in Q2 2026, an estimated $21.5K.
  • FB Financial Corp made up 0.05% of Toth Financial Advisory's portfolio in Q2 2026, its #174 holding.
  • Toth Financial Advisory first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's FB Financial Corp position peaked at $1.04M in Q4 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.