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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baron Wealth Management's FBP Position: Q2 2026 in Review

Baron Wealth Management increased its First Bancorp (FBP) stake by 22% in Q2 2026, buying an estimated $80.5K and bringing the position to 18,551 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #115.

Baron Wealth Management first reported a position in FBP in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Baron Wealth Management held 18,551 shares of First Bancorp worth $484K as of Q2 2026.
  • Baron Wealth Management bought 3,344 First Bancorp shares in Q2 2026, an estimated $80.5K.
  • First Bancorp made up 0.13% of Baron Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Baron Wealth Management first reported a position in First Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.