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 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

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return