Filing Research | FBK - FB FINL CORP Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	370.1KSH	$20.5M
2	Keystone Financial Group, Inc.	Shares	133.3KSH	$7.4M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	84.0KSH	$4.6M
4	SALZHAUER MICHAEL	Shares	55.7KSH	$3.1M
5	ALBERT D MASON INC	Shares	28.4KSH	$1.6M
6	Y-Intercept (Hong Kong) Ltd	Shares	26.8KSH	$1.5M
7	Louisiana State Employees Retirement System	Shares	17.6KSH	$974.2K
8	Police & Firemen's Retirement System of New Jersey	Shares	13.1KSH	$726.0K
9	Merit Financial Group, LLC	Shares	11.4KSH	$628.4K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.8KSH	$597.1K
11	TOTH FINANCIAL ADVISORY CORP	Shares	9.7KSH	$536.6K
12	FIRST CITIZENS BANK & TRUST CO	Shares	9.7KSH	$534.1K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.5KSH	$527.5K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.7KSH	$490.7K
15	RFG Advisory, LLC	Shares	8.1KSH	$445.7K
16	Welch Group, LLC	Shares	6.8KSH	$377.2K
17	EQUITABLE TRUST CO	Shares	6.0KSH	$330.8K
18	Blue Trust, Inc.	Shares	5.2KSH	$286.0K
19	ZWJ INVESTMENT COUNSEL INC	Shares	4.9KSH	$269.8K
20	Sunburst Financial Group, LLC	Shares	4.6KSH	$254.6K
21	Sowell Financial Services LLC	Shares	4.4KSH	$244.2K
22	Brookstone Capital Management	Shares	4.1KSH	$229.6K
23	GAMMA Investing LLC	Shares	2.3KSH	$129.9K
24	FIRST HORIZON CORP	Shares	861SH	$47.7K
25	Center for Financial Planning, Inc.	Shares	800SH	$44.3K
26	SIGNATUREFD, LLC	Shares	715SH	$39.6K
27	LANARK FINANCIAL, INC.	Shares	650SH	$36.0K
28	Versant Capital Management, Inc	Shares	473SH	$26.2K
29	EverSource Wealth Advisors, LLC	Shares	428SH	$23.7K
30	Farther Finance Advisors, LLC	Shares	315SH	$17.4K
31	Cedar Mountain Advisors, LLC	Shares	289SH	$16.0K
32	True Wealth Design, LLC	Shares	178SH	$9.9K
33	SJS Investment Consulting Inc.	Shares	126SH	$7.0K
34	High Note Wealth, LLC	Shares	98SH	$5.4K
35	Fortitude Family Office, LLC	Shares	89SH	$4.9K
36	JFS WEALTH ADVISORS, LLC	Shares	36SH	$2.0K
37	IFP Advisors, Inc	Shares	35SH	$1.9K
38	Wealth Enhancement Trust Services, Inc.	Shares	33SH	$1.8K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	24SH	$1.3K
40	Creative Capital Management Investments LLC	Shares	16SH	$886
41	State of Alaska, Department of Revenue	Shares	15.2KSH	$839
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	15.1KSH	$837
43	Trust Co	Shares	12SH	$667
44	Handelsbanken Fonder AB	Shares	11.6KSH	$642
45	CoreCap Advisors, LLC	Shares	11SH	$609
46	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$609
47	AMALGAMATED BANK	Shares	10.9KSH	$604
48	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$388
49	DiNuzzo Private Wealth, Inc.	Shares	6SH	$333
50	Davis Capital Management	Shares	2SH	$111

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Manager changes2026-06-30 vs 2026-03-31

50 / 58 loaded

#		Instrument
1	Tributary Capital Management, LLC added	Shares	+92.8K	+$6.1M	$20.5M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+26.8K	+$1.5M	$1.5M
3	Merit Financial Group, LLC new	Shares	+11.4K	+$628.4K	$628.4K
4	Keystone Financial Group, Inc. trimmed	Shares	-897	+$407.8K	$7.4M
5	Sunburst Financial Group, LLC new	Shares	+4.6K	+$254.6K	$254.6K
6	SALZHAUER MICHAEL trimmed	Shares	-29	+$188.3K	$3.1M
7	ALBERT D MASON INC added	Shares	+430	+$119.2K	$1.6M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$116.9K	$726.0K
9	Welch Group, LLC added	Shares	+687	+$58.9K	$377.2K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+544	+$57.4K	$490.7K
11	TOTH FINANCIAL ADVISORY CORP added	Shares	+400	+$53.8K	$536.6K
12	ZWJ INVESTMENT COUNSEL INC added	Shares	+601	+$47.8K	$269.8K
13	Louisiana State Employees Retirement System trimmed	Shares	-300	+$44.4K	$974.2K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+33	+$38.5K	$597.1K
15	Sowell Financial Services LLC added	Shares	+384	+$35.0K	$244.2K
16	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$32.9K	$534.1K
17	RFG Advisory, LLC added	Shares	+7	+$27.8K	$445.7K
18	EQUITABLE TRUST CO unchanged	Shares	0	+$20.4K	$330.8K
19	Blue Trust, Inc. unchanged	Shares	0	+$17.6K	$286.0K
20	GAMMA Investing LLC added	Shares	+151	+$15.8K	$129.9K
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-452	+$9.0K	$527.5K
22	LANARK FINANCIAL, INC. added	Shares	+111	+$8.0K	$36.0K
23	SJS Investment Consulting Inc. added	Shares	+117	+$6.5K	$7.0K
24	FIRST HORIZON CORP added	Shares	+61	+$6.1K	$47.7K
25	Fortitude Family Office, LLC added	Shares	+68	+$3.8K	$4.9K
26	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.7K	$44.3K
27	SIGNATUREFD, LLC unchanged	Shares	0	+$2.4K	$39.6K
28	Wealth Enhancement Trust Services, Inc. new	Shares	+33	+$1.8K	$1.8K
29	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$985	$16.0K
30	Creative Capital Management Investments LLC new	Shares	+16	+$886	$886
31	CoreCap Advisors, LLC new	Shares	+11	+$609	$609
32	Farther Finance Advisors, LLC trimmed	Shares	-7	+$487	$17.4K
33	High Note Wealth, LLC unchanged	Shares	0	+$334	$5.4K
34	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$330	$2.0K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.3K	+$120	$837
36	IFP Advisors, Inc unchanged	Shares	0	+$119	$1.9K
37	Davis Capital Management new	Shares	+2	+$111	$111
38	LRI Investments, LLC new	Shares	+2	+$111	$111
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$81	$1.3K
40	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$76	$388
41	Trust Co unchanged	Shares	0	+$41	$667
42	Handelsbanken Fonder AB unchanged	Shares	0	+$39	$642
43	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$38	$609
44	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$21	$333
45	GHP Investment Advisors, Inc. unchanged	Shares	0	+$4	$56
46	AMALGAMATED BANK trimmed	Shares	-743	-$1	$604
47	True Wealth Design, LLC trimmed	Shares	-13	-$68	$9.9K
48	Vermillion Wealth Management, Inc. exited	Shares	-3	-$156	$0
49	State of Alaska, Department of Revenue trimmed	Shares	-6.7K	-$294	$839
50	Sound Income Strategies, LLC exited	Shares	-61	-$3.2K	$0

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