DT
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Diversified Trust’s First Bancorp FBP Stock Holding History

Diversified Trust’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 		$894K Buy
41,873
+4,577
+12% +$98.5K 0.02% 492
2025
Q4 		$773K Buy
37,296
+1,572
+4% +$32.4K 0.01% 523
2025
Q3 		$788K Buy
35,724
+2,208
+7% +$47.8K 0.02% 481
2025
Q2 		$698K Buy
33,516
+1,235
+4% +$24.3K 0.02% 485
2025
Q1 		$619K Sell
32,281
-193
-0.6% -$3.75K 0.02% 503
2024
Q4 		$604K Buy
32,474
+3,507
+12% +$70.8K 0.01% 535
2024
Q3 		$613K Sell
28,967
-21
-0.1% -$427 0.02% 541
2024
Q2 		$530K Buy
28,988
+1,509
+5% +$26.4K 0.02% 524
2024
Q1 		$482K Buy
27,479
+15,839
+136% +$263K 0.01% 521
2023
Q4 		$191K Hold
11,640
– – 0.01% 792
2023
Q3 		$157K Buy
+11,640
New +$162K 0.01% 759

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