EverSource Wealth Advisors’s First Bancorp FBP Stock Holding History

EverSource Wealth Advisors’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	$17.8K	Sell	682 -441	-39%	-$10.6K	﹤0.01%	2523
2026 Q1	$24K	Sell	1,123 -309	-22%	-$6.65K	﹤0.01%	2387
2025 Q4	$29.7K	Sell	1,432 -385	-21%	-$7.93K	﹤0.01%	2118
2025 Q3	$40.1K	Sell	1,817 -56	-3%	-$1.21K	﹤0.01%	1862
2025 Q2	$39K	Buy	1,873 +1,129	+152%	+$22.2K	﹤0.01%	1787
2025 Q1	$14.3K	Buy	744 +137	+23%	+$2.66K	﹤0.01%	1892
2024 Q4	$11.3K	Sell	607 -385	-39%	-$7.77K	﹤0.01%	1923
2024 Q3	$21K	Hold	992	–	–	﹤0.01%	1463
2024 Q2	$21.3K	Hold	992	–	–	﹤0.01%	1474
2024 Q1	$17.1K	Hold	992	–	–	﹤0.01%	1438
2023 Q4	$16.3K	Hold	992	–	–	﹤0.01%	1331
2023 Q3	$13.4K	Sell	992 -248	-20%	-$3.45K	﹤0.01%	1290
2023 Q2	$15.2K	Hold	1,240	–	–	﹤0.01%	1261
2023 Q1	$14.2K	Sell	1,240 -505	-29%	-$6.64K	﹤0.01%	1218
2022 Q4	$22.2K	Hold	1,745	–	–	﹤0.01%	1033
2022 Q3	$24K	Hold	1,745	–	–	0.01%	846
2022 Q2	$23K	Hold	1,745	–	–	0.01%	793
2022 Q1	$23K	Sell	1,745 -85	-5%	-$1.21K	0.01%	643
2021 Q4	$25K	Buy	+1,830	New	+$25.2K	0.01%	594

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EverSource Wealth Advisors's FBP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its First Bancorp (FBP) stake by 39% in Q2 2026, selling an estimated $10.6K and leaving 682 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

EverSource Wealth Advisors first reported a position in FBP in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.1K in Q3 2025. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

EverSource Wealth Advisors held 682 shares of First Bancorp worth $17.8K as of Q2 2026.
EverSource Wealth Advisors sold 441 First Bancorp shares in Q2 2026, an estimated $10.6K.
First Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2523 holding.
EverSource Wealth Advisors first reported a position in First Bancorp in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's First Bancorp position peaked at $40.1K in Q3 2025.
307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.