A Fund Sold $5.5 Million of This Regional Bank. Should Investors Follow?

1 hour ago 2

Jonathan Ponciano, The Motley Fool

Sat, May 30, 2026 astatine 12:47 PM CDT 4 min read

On May 14, 2026, Chicago-based Banc Funds disclosed successful an SEC filing that it sold 98,000 shares of FB Financial Corporation (NYSE:FBK), an estimated $5.51 cardinal commercialized based connected quarterly mean pricing.

What happened

According to an SEC filing dated May 14, 2026, Banc Funds reduced its presumption successful FB Financial Corporation by 98,000 shares during the archetypal quarter. The estimated transaction worth of this simplification is astir $5.51 million, based connected the mean stock terms for the quarter. The quarter-end worth of the presumption shifted by $5.61 million, reflecting some the merchantability and changes successful FBK’s marketplace price.

What other to cognize

Top holdings aft the filing:
- NASDAQ: OSBC: $20.75 cardinal (5.3% of AUM)
- NASDAQ: UNTY: $19.46 cardinal (5.0% of AUM)
- NASDAQ: AVBH: $18.96 cardinal (4.8% of AUM)
- NASDAQ: BCAL: $14.73 cardinal (3.8% of AUM)
- NASDAQ: FRBA: $13.83 cardinal (3.5% of AUM)
As of Friday, FB Financial Corporation shares were priced astatine $52.69, up 20% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 28%.

Company overview

Metric

Value

Revenue (TTM)	$602.5 million
Net Income (TTM)	$140.8 million
Price (as of Friday)	$52.69

Company snapshot

FB Financial Corporation offers commercialized and user banking services, including deposit accounts, lending products, and owe origination, chiefly done FirstBank branches and owe offices successful the southeastern United States.
The institution generates gross done nett involvement income from loans and deposits, arsenic good arsenic non-interest income from owe banking, trust, insurance, and concern services.
It serves corporate, commercial, and user clients, with a absorption connected individuals, businesses, and professionals successful Tennessee, North Alabama, Southern Kentucky, and North Georgia.

FB Financial Corporation is simply a determination slope holding institution headquartered successful Nashville, Tennessee, operating chiefly done its FirstBank subsidiary. The institution leverages a diversified merchandise suite and extended subdivision web to service a wide lawsuit basal crossed the southeastern United States.

What this transaction means for investors

Banc Funds specializes successful assemblage and determination banks, and the presumption remains portion of a broader portfolio focused connected fiscal institutions. A comparatively humble trim aft a twelvemonth of affirmative banal show could simply bespeak hazard absorption alternatively than a changing presumption of the business.

What investors should absorption connected is whether FirstBank tin proceed increasing net successful an situation wherever galore determination banks are inactive navigating deposit contention and interest-rate uncertainty. Last month, FB reported nett income of $57.5 million, oregon $1.10 per stock — somewhat higher than $1.07 successful the erstwhile 4th and $0.84 1 twelvemonth prior. Net involvement income, meanwhile, climbed to astir $146 cardinal from astir $108 cardinal past year.

The banal has performed astir successful enactment with different determination banks (the KBW Nasdaq Regional Banking Index is besides up 20% this past year). And successful the net release, CEO Christopher Holmes seemed bullish connected the firm’s geography and fiscal performance. Whether that translates into accordant execution is much important than this sale.

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