Empirical Wealth Management’s First Bancorp FBP Stock Holding History

Empirical 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 Q3	$1.87M	Buy	70,826 +27,773	+65%	+$776K	0.03%	309
2026 Q2	$1.12M	Buy	43,053 +5,328	+14%	+$128K	0.02%	376
2026 Q1	$806K	Buy	37,725 +7,236	+24%	+$156K	0.01%	405
2025 Q4	$632K	Buy	30,489 +3,637	+14%	+$74.9K	0.01%	442
2025 Q3	$592K	Buy	26,852 +4,673	+21%	+$101K	0.01%	432
2025 Q2	$462K	Buy	22,179 +1,991	+10%	+$39.2K	0.01%	433
2025 Q1	$387K	Buy	20,188 +3,850	+24%	+$74.8K	0.01%	457
2024 Q4	$304K	Buy	16,338 +2,837	+21%	+$57.3K	0.01%	497
2024 Q3	$286K	Buy	+13,501	New	+$275K	0.01%	476

Other funds holding FBP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Empirical Wealth Management's FBP Position: Q3 2026 in Review

Empirical Wealth Management increased its First Bancorp (FBP) stake by 65% in Q3 2026, buying an estimated $776K and bringing the position to 70,826 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #309.

Empirical Wealth Management first reported a position in FBP in Q3 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

Empirical Wealth Management held 70,826 shares of First Bancorp worth $1.87M as of Q3 2026.
Empirical Wealth Management bought 27,773 First Bancorp shares in Q3 2026, an estimated $776K.
First Bancorp made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #309 holding.
Empirical Wealth Management first reported a position in First Bancorp in Q3 2024 and has held it in 9 quarters since.
138 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.