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Freedom Investment Management’s First Bancorp FBP Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-26,466
Closed -$551K – 331
2025
Q2 		$551K Sell
26,466
-1,610
-6% -$31.7K 0.04% 420
2025
Q1 		$538K Buy
28,076
+477
+2% +$9.27K 0.05% 404
2024
Q4 		$513K Sell
27,599
-921
-3% -$18.6K 0.04% 426
2024
Q3 		$604K Sell
28,520
-2,696
-9% -$54.8K 0.05% 370
2024
Q2 		$571K Sell
31,216
-2,045
-6% -$35.8K 0.05% 395
2024
Q1 		$583K Sell
33,261
-5,969
-15% -$99K 0.05% 402
2023
Q4 		$645K Buy
39,230
+68
+0.2% +$1K 0.05% 369
2023
Q3 		$527K Sell
39,162
-6,426
-14% -$89.3K 0.06% 350
2023
Q2 		$557K Sell
45,588
-5,876
-11% -$68.4K 0.06% 370
2023
Q1 		$588K Sell
51,464
-629
-1% -$8.28K 0.07% 359
2022
Q4 		$663K Buy
52,093
+2,732
+6% +$39.9K 0.07% 334
2022
Q3 		$675K Buy
49,361
+1,181
+2% +$17.1K 0.08% 330
2022
Q2 		$622K Buy
48,180
+31,054
+181% +$425K 0.07% 369
2022
Q1 		$225K Sell
17,126
-9,279
-35% -$132K 0.02% 695
2021
Q4 		$364K Buy
26,405
+1,291
+5% +$17.8K 0.03% 616
2021
Q3 		$330K Buy
25,114
+706
+3% +$8.69K 0.03% 609
2021
Q2 		$291K Sell
24,408
-2,953
-11% -$36.4K 0.02% 686
2021
Q1 		$308K Buy
+27,361
New +$287K 0.02% 667

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Freedom Investment Management's FBP Position: Q3 2025 in Review

Freedom Investment Management sold out of First Bancorp (FBP) in Q3 2025, closing a stake of 26,466 shares — an estimated $551K sold.

Freedom Investment Management first reported a position in FBP in Q1 2021 and held it in 18 quarters. The position peaked at $675K in Q3 2022. 284 funds tracked by Wall St. Rank hold FBP as of Q3 2025.

  • Freedom Investment Management reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 26,466 First Bancorp shares in Q3 2025, an estimated $551K.
  • Freedom Investment Management first reported a position in First Bancorp in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's First Bancorp position peaked at $675K in Q3 2022.
  • 284 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.