FB Financial Corp (FBK) shareholders
Close on Nov 13, 2026Market cap $2.73BP/E 12.1Yield 1.39%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,224,239 | 14.60% | 13G (passive) amendment | Sep 30, 2026 |
| James Austin McPherson Joint filing with Ayers J. Jonathan (13.66%), Estate of James W. Ayers (13.63%) | 7,071,925 | 13.67% | 13D (active) amendment | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | 4,303,443 | 8.00% | 13G (passive) amendment | Sep 30, 2025 |
| State Street Corporation | 2,679,079 | 5.40% | 13G (passive) | Sep 30, 2026 |
| Vanguard Capital Management | 2,552,817 | 5.10% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,297,957 | 12.60% | $348.59M | +176,604 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 3,874,468 | 7.75% | $214.45M | +7,747 | 0.14% |
| State Street Corp | 2,449,893 | 4.90% | $135.60M | +183,888 | 0.00% |
| Vanguard Capital Management LLC | 2,152,443 | 4.31% | $119.14M | +268,053 | 0.00% |
| Dimensional Fund Advisors LP | 2,032,178 | 4.07% | $112.48M | +31,694 | 0.02% |
| Westwood Holdings Group Inc | 1,283,508 | 2.57% | $71.04M | +21,989 | 0.54% |
| Geode Capital Management, LLC | 1,091,417 | 2.18% | $60.42M | +50,675 | 0.00% |
| Wellington Management Group Llp | 1,069,173 | 2.14% | $59.18M | −59,927 | 0.01% |
| Loomis Sayles & Co L P | 871,137 | 1.74% | $48.22M | −41,467 | 0.06% |
| Vanguard Portfolio Management LLC | 836,395 | 1.67% | $46.29M | +46,526 | 0.00% |
| Goldman Sachs Group Inc | 819,056 | 1.64% | $45.33M | +150,739 | 0.00% |
| Bank Of America Corp /De/ | 712,922 | 1.43% | $39.46M | −40,343 | 0.00% |
| Frontier Capital Management Co LLC | 642,607 | 1.29% | $35.57M | −12,562 | 0.33% |
| Morgan Stanley | 635,015 | 1.27% | $35.15M | +136,201 | 0.00% |
| Davis Asset Management, L.P. | 619,236 | 1.24% | $34.27M | – | 0.87% |
| Franklin Resources Inc | 607,182 | 1.21% | $33.61M | +112,905 | 0.01% |
| Deprince Race & Zollo Inc | 519,362 | 1.04% | $28.75M | −517,031 | 0.48% |
| FMR LLC | 507,699 | 1.02% | $28.10M | +4,220 | 0.00% |
| Charles Schwab Investment Management Inc | 496,650 | 0.99% | $27.49M | +7,410 | 0.00% |
| Citadel Advisors LLC | 479,239 | 0.96% | $26.53M | +465,087 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 294 | 41M | 81.2% | 45 / 114 | 81 / 26 | 4M | 3M |
| Q1 2026 | 278 | 40M | 79.5% | 40 / 99 | 90 / 35 | 5M | 4M |
| Q4 2025 | 280 | 42M | 83.7% | 35 / 86 | 105 / 29 | 7M | 3M |
| Q3 2025 | 277 | 38M | 76.6% | 68 / 121 | 44 / 43 | 10M | 2M |
| Q2 2025 | 255 | 31M | 61.4% | 40 / 89 | 85 / 24 | 2M | 3M |
| Q1 2025 | 240 | 31M | 62.7% | 41 / 80 | 74 / 16 | 2M | 1M |
| Q4 2024 | 217 | 31M | 61.7% | 28 / 73 | 69 / 23 | 1M | 1M |
| Q3 2024 | 217 | 31M | 61.2% | 40 / 65 | 64 / 13 | 8M | 1M |
| Q2 2024 | 191 | 30M | 61.0% | 26 / 67 | 57 / 12 | 1M | 2M |
| Q1 2024 | 178 | 31M | 61.9% | 11 / 64 | 64 / 19 | 1M | 1M |
| Q4 2023 | 188 | 31M | 62.1% | 27 / 66 | 67 / 23 | 3M | 1M |
| Q3 2023 | 186 | 30M | 59.4% | 25 / 68 | 60 / 5 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
269 funds held FBK in Q2 2026, 49% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,421,654 | 4.85% | $134.04M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,641,953 | 3.29% | $90.88M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,239,254 | 2.48% | $68.59M | 0.65% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,163,907 | 2.33% | $64.42M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 676,562 | 1.35% | $37.45M | 0.40% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 484,733 | 0.97% | $29.27M | 0.09% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 482,756 | 0.97% | $29.15M | 1.18% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 472,974 | 0.95% | $26.18M | 0.55% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 461,039 | 0.92% | $25.52M | 0.03% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 445,686 | 0.89% | $26.91M | 0.72% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 425,114 | 0.85% | $23.53M | 0.16% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 407,758 | 0.82% | $24.62M | 0.15% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 369,610 | 0.74% | $20.46M | 0.12% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 368,278 | 0.74% | $20.38M | 0.41% | Jun 30, 2026 |
| Janus Henderson Small Cap Value Fund | 365,615 | 0.73% | $20.24M | 1.59% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher T. Holmes | President and CEO, Director | 502,664 | 1.01% | May 27, 2026 |
| Beth W. Sims | General Counsel and Corp. Sec. | 26,669 | 0.05% | Nov 6, 2026 |
| Michael M. Mettee | CFO & COO | 50,542 | 0.10% | Oct 8, 2026 |
| Mark Hickman | Chief Human Resources Officer | 16,811 | 0.03% | Oct 8, 2026 |
| Scott J. Tansil | Chief Bus. & Operations Off. | 12,785 | 0.03% | Oct 8, 2026 |
| Lynn J. Joyce | Chief Accounting Officer | 41,269 | 0.08% | Jul 16, 2026 |
| Aimee T. Hamilton | Chief Risk Officer | 15,067 | 0.03% | Apr 3, 2026 |
| Robert Wade Peery | Chief Innovations Officer | 51,707 | 0.10% | Feb 27, 2026 |
| Travis K. Edmondson | Chief Banking Officer | 46,863 | 0.09% | Feb 27, 2026 |
| Jonathan Wade Pennington | Chief Accounting Officer | 4,952 | 0.01% | Jul 2, 2025 |
| Charles Wright Pinson | Director | 27,013 | 0.05% | Nov 3, 2026 |
| Orrin H. Ingram Ii | Director | 124,710 | 0.25% | Nov 3, 2026 |
| William F. Carpenter Iii | Director | 29,300 | 0.06% | Nov 3, 2026 |
| Agenia Clark | Director | 14,733 | 0.03% | Nov 3, 2026 |
| J. Henry Smith IV | Director | 45,158 | 0.09% | May 27, 2026 |
| R. Milton Johnson | Director | 4,312 | 0.01% | May 27, 2026 |
| Emily J. Reynolds | Director | 22,644 | 0.05% | May 27, 2026 |
| James L. Exum | Director | 12,439 | 0.02% | May 27, 2026 |
| J. Jonathan Ayers | Director, 10% owner | 10,952,238 | 21.91% | May 27, 2026 |
| Raja J. Jubran | Director | 59,139 | 0.12% | May 27, 2026 |
| James W. Cross Iv | Director | 63,983 | 0.13% | May 27, 2026 |
| Melody J. Sullivan | Director | 34,920 | 0.07% | May 27, 2026 |
| James Austin McPherson | 10% owner | 7,063,425 | 14.13% | Jan 20, 2026 |
| of James W. Ayers Estate | 10% owner | 10,931,841 | 21.87% | May 20, 2025 |
| James W. Ayers | 10% owner | 10,936,681 | 21.88% | Mar 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Beth W. Sims General Counsel and Corp. Sec. | Nov 4, 2026 | Gift | −500 | – | – | 4,163 |
| Charles Wright Pinson Director | Nov 2, 2026 | Award | +319 | $54.97 | $17.54K | 27,013 |
| Agenia Clark Director | Nov 2, 2026 | Award | +160 | $54.97 | $8.80K | 14,733 |
| Orrin H. Ingram Ii Director | Nov 2, 2026 | Award | +319 | $54.97 | $17.54K | 124,710 |
| William F. Carpenter Iii Director | Nov 2, 2026 | Award | +319 | $54.97 | $17.54K | 29,300 |
| Orrin H. Ingram Ii Director | Oct 20, 2026 | Buy | +13,490 | $53.11 | $716.45K | 124,391 |
| Orrin H. Ingram Ii Director | Oct 20, 2026 | Buy | +15,591 | $52.68 | $821.33K | 110,901 |
| Scott J. Tansil Chief Bus. & Operations Off. | Oct 1, 2026 | Tax withholding | −145 | $52.09 | $7.55K | 12,785 |
| Mark Hickman Chief Human Resources Officer | Oct 1, 2026 | Tax withholding | −1,140 | $52.09 | $59.38K | 16,811 |
| Michael M. Mettee CFO & COO | Oct 1, 2026 | Tax withholding | −586 | $52.09 | $30.52K | 49,135 |
| Charles Wright Pinson Director | Jul 31, 2026 | Award | +270 | $60.38 | $16.30K | 26,694 |
| Orrin H. Ingram Ii Director | Jul 31, 2026 | Award | +270 | $60.38 | $16.30K | 95,310 |
| William F. Carpenter Iii Director | Jul 31, 2026 | Award | +270 | $60.38 | $16.30K | 28,981 |
| Agenia Clark Director | Jul 31, 2026 | Award | +135 | $60.38 | $8.15K | 14,573 |
| Lynn J. Joyce Chief Accounting Officer | Jul 15, 2026 | Sale | −7,000 | $59.03 | $413.21K | 41,269 |
| Charles Wright Pinson Director | May 22, 2026 | Award | +1,329 | – | – | 26,424 |
| Melody J. Sullivan Director | May 22, 2026 | Award | +1,329 | – | – | 34,920 |
| R. Milton Johnson Director | May 22, 2026 | Award | +1,329 | – | – | 4,312 |
| James L. Exum Director | May 22, 2026 | Award | +1,329 | – | – | 12,439 |
| Emily J. Reynolds Director | May 22, 2026 | Award | +1,329 | – | – | 22,644 |
| Agenia Clark Director | May 22, 2026 | Award | +1,329 | – | – | 14,438 |
| J. Henry Smith IV Director | May 22, 2026 | Award | +1,329 | – | – | 44,574 |
| Raja J. Jubran Director | May 22, 2026 | Award | +1,329 | – | – | 59,139 |
| James W. Cross Iv Director | May 22, 2026 | Award | +1,329 | – | – | 63,983 |
| J. Jonathan Ayers Director, 10% owner | May 22, 2026 | Award | +1,329 | – | – | 20,397 |
| William F. Carpenter Iii Director | May 22, 2026 | Award | +1,329 | – | – | 28,711 |
| Orrin H. Ingram Ii Director | May 22, 2026 | Award | +1,329 | – | – | 95,040 |
| Charles Wright Pinson Director | Apr 30, 2026 | Award | +556 | $54.07 | $30.06K | 25,095 |
| Orrin H. Ingram Ii Director | Apr 30, 2026 | Award | +278 | $54.07 | $15.03K | 93,711 |
| Emily J. Reynolds Director | Apr 30, 2026 | Award | +278 | $54.07 | $15.03K | 21,315 |
| William F. Carpenter Iii Director | Apr 30, 2026 | Award | +1,758 | $54.07 | $95.06K | 27,382 |
| Agenia Clark Director | Apr 30, 2026 | Award | +139 | $54.07 | $7.52K | 13,109 |
| Christopher T. Holmes President and CEO, Director | Apr 13, 2026 | Gift | −38,619 | – | – | 102,617 |
| Christopher T. Holmes President and CEO, Director | Apr 13, 2026 | Gift | +38,619 | – | – | 72,272 |
| Mark Hickman Chief Human Resources Officer | Apr 1, 2026 | Tax withholding | −401 | $52.63 | $21.10K | 17,951 |
| Aimee T. Hamilton Chief Risk Officer | Apr 1, 2026 | Tax withholding | −761 | $52.63 | $40.05K | 15,067 |
| Beth W. Sims General Counsel and Corp. Sec. | Apr 1, 2026 | Tax withholding | −695 | $52.63 | $36.58K | 27,169 |
| Christopher T. Holmes President and CEO, Director | Apr 1, 2026 | Tax withholding | −6,518 | $52.63 | $343.04K | 141,236 |
| Michael M. Mettee CFO & COO | Apr 1, 2026 | Tax withholding | −1,938 | $52.63 | $102.00K | 49,721 |
| Scott J. Tansil Chief Bus. & Operations Off. | Apr 1, 2026 | Tax withholding | −485 | $52.63 | $25.53K | 12,930 |
| Beth W. Sims General Counsel and Corp. Sec. | Feb 25, 2026 | Award | +1,891 | – | – | 27,864 |
| Beth W. Sims General Counsel and Corp. Sec. | Feb 25, 2026 | Award | +5,982 | – | – | 27,441 |
| Beth W. Sims General Counsel and Corp. Sec. | Feb 25, 2026 | Tax withholding | −1,468 | $58.18 | $85.41K | 25,973 |
| Christopher T. Holmes President and CEO, Director | Feb 25, 2026 | Award | +11,345 | – | – | 147,754 |
| Christopher T. Holmes President and CEO, Director | Feb 25, 2026 | Award | +41,970 | – | – | 150,405 |
| Christopher T. Holmes President and CEO, Director | Feb 25, 2026 | Tax withholding | −13,996 | $58.18 | $814.29K | 136,409 |
| Robert Wade Peery Chief Innovations Officer | Feb 25, 2026 | Tax withholding | −1 | $58.18 | $58 | 51,707 |
| Robert Wade Peery Chief Innovations Officer | Feb 25, 2026 | Award | +1 | – | – | 51,708 |
| Robert Wade Peery Chief Innovations Officer | Feb 25, 2026 | Award | +1 | – | – | 51,708 |
| Travis K. Edmondson Chief Banking Officer | Feb 25, 2026 | Tax withholding | −1,917 | $58.18 | $111.53K | 46,863 |
| Travis K. Edmondson Chief Banking Officer | Feb 25, 2026 | Award | +2,063 | – | – | 48,926 |
| Travis K. Edmondson Chief Banking Officer | Feb 25, 2026 | Award | +7,870 | – | – | 48,780 |
| Mark Hickman Chief Human Resources Officer | Feb 25, 2026 | Award | +1,891 | – | – | 18,352 |
| Michael M. Mettee CFO & COO | Feb 25, 2026 | Award | +9,081 | – | – | 49,842 |
| Michael M. Mettee CFO & COO | Feb 25, 2026 | Award | +4,126 | – | – | 51,659 |
| Michael M. Mettee CFO & COO | Feb 25, 2026 | Tax withholding | −2,309 | $58.18 | $134.34K | 47,533 |
| Aimee T. Hamilton Chief Risk Officer | Feb 25, 2026 | Tax withholding | −1,323 | $58.18 | $76.97K | 13,937 |
| Aimee T. Hamilton Chief Risk Officer | Feb 25, 2026 | Award | +1,891 | – | – | 15,828 |
| Aimee T. Hamilton Chief Risk Officer | Feb 25, 2026 | Award | +4,965 | – | – | 15,260 |
| Scott J. Tansil Chief Bus. & Operations Off. | Feb 25, 2026 | Award | +2,063 | – | – | 13,415 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of FB Financial's stock actually held short. Settlement fails (shares not delivered on time) peaked at 21,035 shares on Oct 13, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lynn J. Joyce Officer | Jul 15, 2026 | 7,000 | $413.20K | Jul 15, 2026 | Equity Compensation |
| Agenia Clark Director | Dec 11, 2025 | 1,210 | $71.51K | Dec 11, 2025 | Restricted Stock Units |
| Agenia Clark Director | Nov 13, 2025 | 1,345 | $70.15K | Oct 17, 2025 | RSU Vesting |
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