Baron Wealth Management
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Baron Wealth Management’s First Bancorp FBP Stock Holding History

Baron Wealth Management’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
Q3 		$505K Buy
19,154
+603
+3% +$16.8K 0.13% 116
2026
Q2 		$484K Buy
18,551
+3,344
+22% +$80.5K 0.13% 115
2026
Q1 		$325K Buy
15,207
+1,011
+7% +$21.8K 0.1% 172
2025
Q4 		$294K Sell
14,196
-1,249
-8% -$25.7K 0.09% 176
2025
Q3 		$341K Buy
15,445
+3,212
+26% +$69.5K 0.11% 134
2025
Q2 		$255K Buy
+12,233
New +$241K 0.09% 168

Other funds holding FBP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Baron Wealth Management's FBP Position: Q3 2026 in Review

Baron Wealth Management increased its First Bancorp (FBP) stake by 3.3% in Q3 2026, buying an estimated $16.8K and bringing the position to 19,154 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #116.

Baron Wealth Management first reported a position in FBP in Q2 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Baron Wealth Management held 19,154 shares of First Bancorp worth $505K as of Q3 2026.
  • Baron Wealth Management bought 603 First Bancorp shares in Q3 2026, an estimated $16.8K.
  • First Bancorp made up 0.13% of Baron Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Baron Wealth Management first reported a position in First Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 142 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.