Welch Group
FBK icon

Welch Group’s FB Financial Corp FBK Stock Holding History

Welch Group’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
Q3 		$352K Hold
6,814
– – 0.01% 234
2026
Q2 		$377K Buy
6,814
+687
+11% +$36.9K 0.01% 223
2026
Q1 		$318K Hold
6,127
– – 0.01% 232
2025
Q4 		$342K Hold
6,127
– – 0.01% 222
2025
Q3 		$342K Buy
+6,127
New +$311K 0.01% 216

Other funds holding FBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Welch Group's FBK Position: Q3 2026 in Review

Welch Group held its FB Financial Corp (FBK) position steady in Q3 2026 at 6,814 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #234.

Welch Group first reported a position in FBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $377K in Q2 2026. 142 funds tracked by Wall St. Rank hold FBK as of Q3 2026.

  • Welch Group held 6,814 shares of FB Financial Corp worth $352K as of Q3 2026.
  • Welch Group left its FB Financial Corp share count unchanged in Q3 2026.
  • FB Financial Corp made up 0.01% of Welch Group's portfolio in Q3 2026, its #234 holding.
  • Welch Group first reported a position in FB Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Welch Group's FB Financial Corp position peaked at $377K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.