Corient Private Wealth
FBP icon

Corient Private Wealth’s First Bancorp FBP Stock Holding History

Corient Private Wealth’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
Q1 		$253K Sell
17,846
-5,612
-24% -$121K ﹤0.01% 2415
2025
Q4 		$486K Sell
23,458
-8,275
-26% -$171K ﹤0.01% 2334
2025
Q3 		$700K Buy
31,733
+627
+2% +$13.6K ﹤0.01% 1614
2025
Q2 		$648K Buy
31,106
+19,735
+174% +$388K ﹤0.01% 1568
2025
Q1 		$218K Sell
11,371
-16,759
-60% -$326K ﹤0.01% 2022
2024
Q4 		$152K Buy
28,130
+12
+0% +$242 ﹤0.01% 2173
2024
Q3 		$595K Sell
28,118
-744
-3% -$15.1K ﹤0.01% 1640
2024
Q2 		$528K Sell
28,862
-284
-1% -$4.97K ﹤0.01% 1610
2024
Q1 		$511K Sell
29,146
-263
-0.9% -$4.36K ﹤0.01% 1615
2023
Q4 		$484K Sell
29,409
-325
-1% -$4.8K ﹤0.01% 1621
2023
Q3 		$400K Sell
29,734
-6
-0% -$83 ﹤0.01% 1608
2023
Q2 		$363K Buy
29,740
+850
+3% +$9.9K ﹤0.01% 1614
2023
Q1 		$330K Buy
28,890
+8,895
+44% +$117K ﹤0.01% 1571
2022
Q4 		$254K Buy
+19,995
New +$292K ﹤0.01% 1396

Other funds holding FBP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return