Y-Intercept (HK)’s FB Financial Corp FBK Stock Holding History

Y-Intercept (HK)’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	$1.49M	Buy	+26,842	New	+$1.44M	0.03%	861
2025 Q3	–	Sell	-17,495	Closed	-$793K	–	1705
2025 Q2	$793K	Buy	+17,495	New	+$760K	0.02%	1049
2024 Q4	–	Sell	-7,369	Closed	-$346K	–	1322
2024 Q3	$346K	Buy	+7,369	New	+$331K	0.02%	948
2023 Q4	–	Sell	-11,248	Closed	-$319K	–	1361
2023 Q3	$319K	Buy	+11,248	New	+$349K	0.03%	742
2023 Q1	–	Sell	-7,745	Closed	-$280K	–	1281
2022 Q4	$280K	Buy	+7,745	New	+$310K	0.04%	689

Other funds holding FBK

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return