Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Bancorp FBP Stock Holding History

Envestnet Portfolio Solutions’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 		$461K Buy
17,671
+692
+4% +$16.6K ﹤0.01% 1025
2026
Q1 		$363K Sell
16,979
-2,194
-11% -$47.2K ﹤0.01% 1033
2025
Q4 		$397K Buy
19,173
+51
+0.3% +$1.05K ﹤0.01% 1150
2025
Q3 		$422K Sell
19,122
-3,677
-16% -$79.5K ﹤0.01% 1091
2025
Q2 		$475K Buy
+22,799
New +$448K ﹤0.01% 1110

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

Envestnet Portfolio Solutions's FBP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Bancorp (FBP) stake by 4.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 17,671 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Envestnet Portfolio Solutions first reported a position in FBP in Q2 2025 and has held it in 5 quarters since. The position peaked at $475K in Q2 2025. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,671 shares of First Bancorp worth $461K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 692 First Bancorp shares in Q2 2026, an estimated $16.6K.
  • First Bancorp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1025 holding.
  • Envestnet Portfolio Solutions first reported a position in First Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's First Bancorp position peaked at $475K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.