AF
FBP icon

Allworth Financial’s First Bancorp FBP Stock Holding History

Allworth Financial’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Buy
651
+120
+23% +$2.58K ﹤0.01% 3258
2025
Q4 		$11K Buy
531
+69
+15% +$1.42K ﹤0.01% 3203
2025
Q3 		$10.2K Buy
462
+52
+13% +$1.13K ﹤0.01% 3130
2025
Q2 		$8.54K Buy
410
+133
+48% +$2.62K ﹤0.01% 2973
2025
Q1 		$5.42K Hold
277
– – ﹤0.01% 2717
2024
Q4 		$5.43K Hold
277
– – ﹤0.01% 2725
2024
Q3 		$5.87K Hold
277
– – ﹤0.01% 2500
2024
Q2 		$5.72K Hold
277
– – ﹤0.01% 2464
2024
Q1 		$4.86K Hold
277
– – ﹤0.01% 2420
2023
Q4 		$4.56K Hold
277
– – ﹤0.01% 2307
2023
Q3 		$3.73K Buy
277
+247
+823% +$3.43K ﹤0.01% 2254
2023
Q2 		$367 Hold
30
– – ﹤0.01% 2960
2023
Q1 		$343 Buy
+30
New +$395 ﹤0.01% 2912

Other funds holding FBP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return