Farther Finance Advisors’s First Bancorp FBP Stock Holding History

Farther Finance 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 Q1	$15.8K	Buy	733 +81	+12%	+$1.74K	﹤0.01%	3816
2025 Q4	$13.5K	Sell	652 -687	-51%	-$14.2K	﹤0.01%	3708
2025 Q3	$29.5K	Buy	1,339 +25	+2%	+$541	﹤0.01%	2778
2025 Q2	$27.4K	Sell	1,314 -69	-5%	-$1.36K	﹤0.01%	2478
2025 Q1	$26.5K	Buy	1,383 +703	+103%	+$13.7K	﹤0.01%	2236
2024 Q4	$12.6K	Sell	680 -45	-6%	-$909	﹤0.01%	2291
2024 Q3	$15.3K	Buy	725 +14	+2%	+$285	﹤0.01%	2192
2024 Q2	$13.1K	Buy	711 +95	+15%	+$1.66K	﹤0.01%	1960
2024 Q1	$10.7K	Hold	616	–	–	﹤0.01%	1739
2023 Q4	$10.1K	Buy	616 +505	+455%	+$7.46K	﹤0.01%	1601
2023 Q3	$1.49K	Hold	111	–	–	﹤0.01%	1959
2023 Q2	$1.36K	Hold	111	–	–	﹤0.01%	1882
2023 Q1	$1.27K	Hold	111	–	–	﹤0.01%	1787
2022 Q4	$1.41K	Buy	+111	New	+$1.62K	﹤0.01%	1561

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return