AssetMark Inc
FBP icon

AssetMark Inc’s First Bancorp FBP Stock Holding History

AssetMark Inc’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 		$14.6K Buy
682
+322
+89% +$6.93K ﹤0.01% 2175
2025
Q4 		$7.46K Buy
360
+158
+78% +$3.26K ﹤0.01% 2326
2025
Q3 		$4.45K Buy
202
+80
+66% +$1.73K ﹤0.01% 2386
2025
Q2 		$2.54K Buy
122
+99
+430% +$1.95K ﹤0.01% 2359
2025
Q1 		$441 Hold
23
– – ﹤0.01% 2440
2024
Q4 		$428 Hold
23
– – ﹤0.01% 2400
2024
Q3 		$487 Buy
+23
New +$468 ﹤0.01% 2086
2024
Q2 		– Sell
-2
Closed -$35 – 2157
2024
Q1 		$35 Buy
+2
New +$33 ﹤0.01% 1857
2018
Q1 		– Sell
-59
Closed – – 1593
2017
Q4 		$0 Sell
59
-410
-87% -$2.04K ﹤0.01% 1948
2017
Q3 		$2K Sell
469
-105
-18% -$599 ﹤0.01% 1266
2017
Q2 		$3K Buy
+574
New +$3.22K ﹤0.01% 1175

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VPM
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State Street
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VCM
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American Century Companies
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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