Wealth Enhancement Advisory Services
FBK icon

Wealth Enhancement Advisory Services’s FB Financial Corp FBK Stock Holding History

Wealth Enhancement Advisory Services’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 		$491K Buy
8,658
+544
+7% +$29.2K ﹤0.01% 2706
2026
Q1 		$433K Sell
8,114
-2,140
-21% -$120K ﹤0.01% 2442
2025
Q4 		$588K Sell
10,254
-9,451
-48% -$528K ﹤0.01% 2357
2025
Q3 		$1.16M Buy
19,705
+6,080
+45% +$309K ﹤0.01% 1759
2025
Q2 		$648K Buy
+13,625
New +$592K ﹤0.01% 2025

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

Wealth Enhancement Advisory Services's FBK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its FB Financial Corp (FBK) stake by 6.7% in Q2 2026, buying an estimated $29.2K and bringing the position to 8,658 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Wealth Enhancement Advisory Services first reported a position in FBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,658 shares of FB Financial Corp worth $491K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 544 FB Financial Corp shares in Q2 2026, an estimated $29.2K.
  • FB Financial Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2706 holding.
  • Wealth Enhancement Advisory Services first reported a position in FB Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's FB Financial Corp position peaked at $1.16M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.