WG
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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
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

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

Welch Group's FBK Position: Q2 2026 in Review

Welch Group increased its FB Financial Corp (FBK) stake by 11% in Q2 2026, buying an estimated $36.9K and bringing the position to 6,814 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #223.

Welch Group first reported a position in FBK in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold FBK as of Q2 2026.

  • Welch Group held 6,814 shares of FB Financial Corp worth $377K as of Q2 2026.
  • Welch Group bought 687 FB Financial Corp shares in Q2 2026, an estimated $36.9K.
  • FB Financial Corp made up 0.01% of Welch Group's portfolio in Q2 2026, its #223 holding.
  • Welch Group first reported a position in FB Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held FB Financial Corp as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.