Creative Planning
FBP icon

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
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 $5.72T 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