Byrne Asset Management’s First Bancorp FBP Stock Holding History

Byrne Asset 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	$26.1K	Hold	1,000	–	–	0.01%	340
2026 Q1	$21.4K	Hold	1,000	–	–	0.01%	344
2025 Q4	$20.7K	Hold	1,000	–	–	0.01%	346
2025 Q3	$22.1K	Hold	1,000	–	–	0.01%	329
2025 Q2	$20.8K	Hold	1,000	–	–	0.01%	327
2025 Q1	$19.2K	Hold	1,000	–	–	0.01%	347
2024 Q4	$18.6K	Sell	1,000 -100	-9%	-$2.02K	0.01%	306
2024 Q3	$23.3K	Buy	+1,100	New	+$22.4K	0.02%	278
2024 Q2	–	Sell	-1,100	Closed	-$19.3K	–	293
2024 Q1	$19.3K	Hold	1,100	–	–	0.01%	304
2023 Q4	$18.5K	Hold	1,100	–	–	0.01%	296
2023 Q3	$15K	Hold	1,100	–	–	0.01%	298
2023 Q2	$13K	Hold	1,100	–	–	0.01%	375
2023 Q1	$13K	Hold	1,100	–	–	0.01%	359
2022 Q4	$14K	Hold	1,100	–	–	0.01%	352
2022 Q3	$15K	Hold	1,100	–	–	0.01%	327
2022 Q2	$14K	Hold	1,100	–	–	0.01%	326
2022 Q1	$14K	Sell	1,100 -100	-8%	-$1.42K	0.01%	352
2021 Q4	$17K	Buy	+1,200	New	+$16.5K	0.01%	311

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Handelsbanken Fonder

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Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return