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USA Financial Formulas’s FB Financial Corp FBK Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-457
Closed -$23.5K – 315
2024
Q4 		$23.5K Buy
+457
New +$23.8K ﹤0.01% 261

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

USA Financial Formulas's FBK Position: Q1 2025 in Review

USA Financial Formulas sold out of FB Financial Corp (FBK) in Q1 2025, closing a stake of 457 shares — an estimated $23.5K sold.

USA Financial Formulas first reported a position in FBK in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 240 funds tracked by Wall St. Rank hold FBK as of Q1 2025.

  • USA Financial Formulas reported no remaining FB Financial Corp position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 457 FB Financial Corp shares in Q1 2025, an estimated $23.5K.
  • USA Financial Formulas first reported a position in FB Financial Corp in Q4 2024 and held it in 1 quarter.
  • USA Financial Formulas's FB Financial Corp position peaked at $23.5K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.