Atala Financial’s First Bancorp FBP Stock Holding History

Atala 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
2025 Q2	–	Sell	-313	Closed	-$6K	–	227
2025 Q1	$6K	Hold	313	–	–	﹤0.01%	389
2024 Q4	$5.82K	Buy	+313	New	+$6.32K	﹤0.01%	404

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atala Financial's FBP Position: Q2 2025 in Review

Atala Financial sold out of First Bancorp (FBP) in Q2 2025, closing a stake of 313 shares — an estimated $6K sold.

Atala Financial first reported a position in FBP in Q4 2024 and held it in 2 quarters. The position peaked at $6K in Q1 2025. 289 funds tracked by Wall St. Rank hold FBP as of Q2 2025.

Atala Financial reported no remaining First Bancorp position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 313 First Bancorp shares in Q2 2025, an estimated $6K.
Atala Financial first reported a position in First Bancorp in Q4 2024 and held it in 2 quarters.
Atala Financial's First Bancorp position peaked at $6K in Q1 2025.
289 funds tracked by Wall St. Rank held First Bancorp as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.