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Wealthspire Advisors (New York)’s FB Financial Corp FBK Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-207
Closed -$11.5K – 1637
2025
Q3 		$11.5K Buy
+207
New +$10.5K ﹤0.01% 1948

Other funds holding FBK

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FB Financial Corp (FBK) in Q4 2025, closing a stake of 207 shares — an estimated $11.5K sold.

Wealthspire Advisors (New York) first reported a position in FBK in Q3 2025 and held it in 1 quarter. The position peaked at $11.5K in Q3 2025. 280 funds tracked by Wall St. Rank hold FBK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining FB Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 207 FB Financial Corp shares in Q4 2025, an estimated $11.5K.
  • Wealthspire Advisors (New York) first reported a position in FB Financial Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s FB Financial Corp position peaked at $11.5K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held FB Financial Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.