Creative Planning
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Creative Planning’s First Bancorp FBP Stock Holding History

Creative Planning’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 		$282K Buy
10,818
+975
+10% +$23.5K ﹤0.01% 3620
2026
Q1 		$210K Sell
9,843
-327
-3% -$7.04K ﹤0.01% 3690
2025
Q4 		$211K Sell
10,170
-2,418
-19% -$49.8K ﹤0.01% 3505
2025
Q3 		$278K Buy
+12,588
New +$272K ﹤0.01% 3206
2023
Q2 		– Sell
-30
Closed -$343 – 2709
2023
Q1 		$343 Buy
+30
New +$395 ﹤0.01% 2600
2014
Q3 		– Sell
-1,000
Closed -$5K – 4043
2014
Q2 		$5K Buy
1,000
+800
+400% +$4.21K ﹤0.01% 3207
2014
Q1 		$1K Buy
200
+134
+203% +$710 ﹤0.01% 3491
2013
Q4 		$0 Hold
66
– – ﹤0.01% 3358
2013
Q3 		$0 Hold
66
– – ﹤0.01% 3250
2013
Q2 		$0 Buy
+66
New +$412 ﹤0.01% 3083

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

Creative Planning's FBP Position: Q2 2026 in Review

Creative Planning increased its First Bancorp (FBP) stake by 9.9% in Q2 2026, buying an estimated $23.5K and bringing the position to 10,818 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Creative Planning first reported a position in FBP in Q2 2013 and has held it in 10 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Creative Planning held 10,818 shares of First Bancorp worth $282K as of Q2 2026.
  • Creative Planning bought 975 First Bancorp shares in Q2 2026, an estimated $23.5K.
  • First Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3620 holding.
  • Creative Planning first reported a position in First Bancorp in Q2 2013 and has held it in 10 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.