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Convergence Investment Partners’s First Bancorp FBP Stock Holding History

Convergence Investment 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 		$3.89M Buy
+149,368
New +$3.59M 0.37% 101
2021
Q3 		– Sell
-11,742
Closed -$140K – 240
2021
Q2 		$140K Buy
+11,742
New +$145K 0.06% 244
2019
Q3 		– Sell
-15,588
Closed -$172K – 322
2019
Q2 		$172K Sell
15,588
-21,417
-58% -$230K 0.04% 271
2019
Q1 		$424K Sell
37,005
-16,781
-31% -$177K 0.09% 194
2018
Q4 		$463K Sell
53,786
-2,453
-4% -$21.9K 0.11% 194
2018
Q3 		$512K Sell
56,239
-43,762
-44% -$371K 0.1% 216
2018
Q2 		$765K Buy
+100,001
New +$740K 0.11% 235
2017
Q4 		– Sell
-83,796
Closed -$429K – 309
2017
Q3 		$429K Sell
83,796
-143,004
-63% -$816K 0.06% 285
2017
Q2 		$1.31M Sell
226,800
-67,383
-23% -$378K 0.19% 204
2017
Q1 		$1.66M Sell
294,183
-39,833
-12% -$253K 0.23% 162
2016
Q4 		$2.21M Buy
334,016
+274,483
+461% +$1.62M 0.3% 125
2016
Q3 		$310K Buy
+59,533
New +$275K 0.05% 300
2015
Q3 		– Sell
-473,162
Closed -$2.28M – 362
2015
Q2 		$2.28M Buy
+473,162
New +$2.98M 0.22% 150

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

Convergence Investment Partners's FBP Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in First Bancorp (FBP) in Q2 2026: 149,368 shares worth $3.89M. The stake represents 0.37% of the portfolio and ranks #101 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in FBP as recently as Q2 2021.

Convergence Investment Partners first reported a position in FBP in Q2 2015 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Convergence Investment Partners held 149,368 shares of First Bancorp worth $3.89M as of Q2 2026.
  • First Bancorp was a new Convergence Investment Partners position in Q2 2026.
  • First Bancorp made up 0.37% of Convergence Investment Partners's portfolio in Q2 2026, its #101 holding.
  • Convergence Investment Partners first reported a position in First Bancorp in Q2 2015 and has held it in 13 quarters since.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.