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Waverly Advisors’s FB Financial Corp FBK Stock Holding History

Waverly 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 		$2.27M Sell
40,950
-10,037
-20% -$539K 0.01% 662
2026
Q1 		$2.65M Sell
50,987
-24,986
-33% -$1.4M 0.02% 587
2025
Q4 		$4.24M Sell
75,973
-155
-0.2% -$8.66K 0.03% 407
2025
Q3 		$4.24M Buy
+76,128
New +$3.87M 0.04% 347

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

Waverly Advisors's FBK Position: Q2 2026 in Review

Waverly Advisors reduced its FB Financial Corp (FBK) stake by 20% in Q2 2026, selling an estimated $539K and leaving 40,950 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #662.

Waverly Advisors first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.24M in Q3 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Waverly Advisors held 40,950 shares of FB Financial Corp worth $2.27M as of Q2 2026.
  • Waverly Advisors sold 10,037 FB Financial Corp shares in Q2 2026, an estimated $539K.
  • FB Financial Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #662 holding.
  • Waverly Advisors first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Waverly Advisors's FB Financial Corp position peaked at $4.24M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.