CA
FBP icon

Clearstead Advisors’s First Bancorp FBP Stock Holding History

Clearstead Advisors’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 		$2.61K Buy
+100
New +$2.41K ﹤0.01% 2385
2025
Q4 		– Sell
-1,010
Closed -$22.3K – 2912
2025
Q3 		$22.3K Hold
1,010
– – ﹤0.01% 1600
2025
Q2 		$21K Buy
+1,010
New +$19.9K ﹤0.01% 1604

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

Clearstead Advisors's FBP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Bancorp (FBP) in Q2 2026: 100 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #2385 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FBP as recently as Q3 2025.

Clearstead Advisors first reported a position in FBP in Q2 2025 and has held it in 3 quarters since. The position peaked at $22.3K in Q3 2025. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Clearstead Advisors held 100 shares of First Bancorp worth $2.61K as of Q2 2026.
  • First Bancorp was a new Clearstead Advisors position in Q2 2026.
  • First Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2385 holding.
  • Clearstead Advisors first reported a position in First Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's First Bancorp position peaked at $22.3K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.