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Dogwood Wealth Management’s First Bancorp FBP Stock Holding History

Dogwood Wealth Management’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 		$11.2K Buy
430
+53
+14% +$1.27K ﹤0.01% 359
2026
Q1 		$8.05K Hold
377
– – ﹤0.01% 385
2025
Q4 		$7.82K Sell
377
-53
-12% -$1.09K ﹤0.01% 337
2025
Q3 		$9.48K Hold
430
– – ﹤0.01% 280
2025
Q2 		$9.33K Buy
+430
New +$8.46K ﹤0.01% 296

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's FBP Position: Q2 2026 in Review

Dogwood Wealth Management increased its First Bancorp (FBP) stake by 14% in Q2 2026, buying an estimated $1.27K and bringing the position to 430 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Dogwood Wealth Management first reported a position in FBP in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Dogwood Wealth Management held 430 shares of First Bancorp worth $11.2K as of Q2 2026.
  • Dogwood Wealth Management bought 53 First Bancorp shares in Q2 2026, an estimated $1.27K.
  • First Bancorp made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Dogwood Wealth Management first reported a position in First Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.