Cerity Partners’s First Bancorp FBP Stock Holding History

Cerity Partners’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	–	Sell	-57,982	Closed	-$1.24M	–	3460
2026 Q1	$1.24M	Buy	+57,982	New	+$1.25M	﹤0.01%	1743
2025 Q3	–	Sell	-10,149	Closed	-$211K	–	2792
2025 Q2	$211K	Buy	+10,149	New	+$200K	﹤0.01%	2321
2024 Q4	–	Sell	-12,198	Closed	-$258K	–	2482
2024 Q3	$258K	Buy	+12,198	New	+$248K	﹤0.01%	2167
2024 Q2	–	Sell	-10,307	Closed	-$181K	–	2289
2024 Q1	$181K	Buy	+10,307	New	+$171K	﹤0.01%	2133

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cerity Partners's FBP Position: Q2 2026 in Review

Cerity Partners sold out of First Bancorp (FBP) in Q2 2026, closing a stake of 57,982 shares — an estimated $1.24M sold.

Cerity Partners first reported a position in FBP in Q1 2024 and held it in 4 quarters. The position peaked at $1.24M in Q1 2026. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

Cerity Partners reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 57,982 First Bancorp shares in Q2 2026, an estimated $1.24M.
Cerity Partners first reported a position in First Bancorp in Q1 2024 and held it in 4 quarters.
Cerity Partners's First Bancorp position peaked at $1.24M in Q1 2026.
308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.