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Twin Peaks Wealth Advisors’s FB Financial Corp FBK Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-10
Closed -$519 – 885
2026
Q1 		$519 Buy
+10
New +$562 ﹤0.01% 2023
2025
Q3 		– Sell
-1
Closed -$49 – 809
2025
Q2 		$49 Buy
+1
New +$43 ﹤0.01% 2190

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

Twin Peaks Wealth Advisors's FBK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of FB Financial Corp (FBK) in Q2 2026, closing a stake of 10 shares — an estimated $519 sold.

Twin Peaks Wealth Advisors first reported a position in FBK in Q2 2025 and held it in 2 quarters. The position peaked at $519 in Q1 2026. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining FB Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 10 FB Financial Corp shares in Q2 2026, an estimated $519.
  • Twin Peaks Wealth Advisors first reported a position in FB Financial Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's FB Financial Corp position peaked at $519 in Q1 2026.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.