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FBK icon

True Wealth Design’s FB Financial Corp FBK Stock Holding History

True Wealth Design’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
Q3 		$9.2K Hold
178
– – ﹤0.01% 1111
2026
Q2 		$9.85K Sell
178
-13
-7% -$698 ﹤0.01% 1065
2026
Q1 		$9.92K Hold
191
– – ﹤0.01% 972
2025
Q4 		$10.7K Sell
191
-1
-0.5% -$56 ﹤0.01% 840
2025
Q3 		$10.7K Hold
192
– – ﹤0.01% 806
2025
Q2 		$8.7K Buy
192
+174
+967% +$7.56K ﹤0.01% 627
2025
Q1 		$835 Buy
+18
New +$902 ﹤0.01% 1336

Other funds holding FBK

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

True Wealth Design's FBK Position: Q3 2026 in Review

True Wealth Design held its FB Financial Corp (FBK) position steady in Q3 2026 at 178 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

True Wealth Design first reported a position in FBK in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.7K in Q3 2025. 23 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

  • True Wealth Design held 178 shares of FB Financial Corp worth $9.2K as of Q3 2026.
  • True Wealth Design left its FB Financial Corp share count unchanged in Q3 2026.
  • FB Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1111 holding.
  • True Wealth Design first reported a position in FB Financial Corp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's FB Financial Corp position peaked at $10.7K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.