Corient Private Wealth
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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
Q2 		$479K Buy
18,382
+536
+3% +$12.9K ﹤0.01% 2253
2026
Q1 		$253K Buy
17,846
+6,117
+52% +$132K ﹤0.01% 2415
2025
Q4 		$243K Sell
11,729
-20,004
-63% -$412K ﹤0.01% 2320
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 $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

Corient Private Wealth's FBP Position: Q2 2026 in Review

Corient Private Wealth increased its First Bancorp (FBP) stake by 3% in Q2 2026, buying an estimated $12.9K and bringing the position to 18,382 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Corient Private Wealth first reported a position in FBP in Q4 2022 and has held it in 15 quarters since. The position peaked at $700K in Q3 2025. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Corient Private Wealth held 18,382 shares of First Bancorp worth $479K as of Q2 2026.
  • Corient Private Wealth bought 536 First Bancorp shares in Q2 2026, an estimated $12.9K.
  • First Bancorp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2253 holding.
  • Corient Private Wealth first reported a position in First Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's First Bancorp position peaked at $700K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.