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Annis Gardner Whiting Capital Advisors’s First Bancorp FBP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$20.5K Buy
959
+13
+1% +$280 ﹤0.01% 724
2025
Q4 		$19.6K Sell
946
-304
-24% -$6.26K ﹤0.01% 659
2025
Q3 		$27.6K Hold
1,250
– – 0.01% 562
2025
Q2 		$26K Buy
1,250
+32
+3% +$629 0.01% 520
2025
Q1 		$23.4K Hold
1,218
– – 0.01% 433
2024
Q4 		$22.6K Hold
1,218
– – 0.01% 428
2024
Q3 		$25.8K Hold
1,218
– – 0.01% 433
2024
Q2 		$22.3K Hold
1,218
– – 0.01% 547
2024
Q1 		$21.4K Hold
1,218
– – 0.01% 541
2023
Q4 		$20K Hold
1,218
– – 0.01% 403
2023
Q3 		$16.4K Buy
+1,218
New +$16.9K 0.01% 413

Other funds holding FBP

BlackRock
BlackRock New York $5.72T 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