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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
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

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

True Wealth Design's FBK Position: Q2 2026 in Review

True Wealth Design reduced its FB Financial Corp (FBK) stake by 6.8% in Q2 2026, selling an estimated $698 and leaving 178 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

True Wealth Design first reported a position in FBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.7K in Q3 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • True Wealth Design held 178 shares of FB Financial Corp worth $9.85K as of Q2 2026.
  • True Wealth Design sold 13 FB Financial Corp shares in Q2 2026, an estimated $698.
  • FB Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1065 holding.
  • True Wealth Design first reported a position in FB Financial Corp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's FB Financial Corp position peaked at $10.7K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.