Position in FBK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$44,280
+$2,728 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 53 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,149,032 across 15 Banks - Regional names. FBK ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
21,722 | $385,131 | |
| 2 | LCNB |
Lcnb Corp
|
12,664 | $222,759 | |
| 3 | USB |
US Bancorp \De\
|
2,755 | $166,402 | |
| 4 | TRMK |
Trustmark Corp
|
1,500 | $69,015 | |
| 5 | NU |
Nu Holdings Ltd.
|
4,555 | $60,854 | |
| 6 | FITB |
Fifth Third Bancorp
|
987 | $55,637 | |
| 7 | CBU |
Community Financial System, Inc.
|
780 | $52,353 | |
| 8 | FBK |
FB Financial Corp
This page
|
800 | $44,280 |
All Filings in FBK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,280 | 800 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,552 | 800 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,640 | 800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $44,592 | 800 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||