TWM
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Tripletail Wealth Management’s FB Financial Corp FBK Stock Holding History

Tripletail Wealth 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
2026
Q2 		$29.1K Hold
520
– – 0.03% 186
2026
Q1 		$27.8K Hold
520
– – 0.04% 179
2025
Q4 		$30.8K Hold
520
– – 0.04% 168
2025
Q3 		$30.9K Buy
+520
New +$26.4K 0.04% 192

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 $3.38T AUM 44.17% 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
Westwood Holdings Group
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

Tripletail Wealth Management's FBK Position: Q2 2026 in Review

Tripletail Wealth Management held its FB Financial Corp (FBK) position steady in Q2 2026 at 520 shares worth $29.1K. The position accounts for 0.03% of the portfolio, ranked #186.

Tripletail Wealth Management first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q3 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Tripletail Wealth Management held 520 shares of FB Financial Corp worth $29.1K as of Q2 2026.
  • Tripletail Wealth Management left its FB Financial Corp share count unchanged in Q2 2026.
  • FB Financial Corp made up 0.03% of Tripletail Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Tripletail Wealth Management first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's FB Financial Corp position peaked at $30.9K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.