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BFC Planning, Inc.’s First Bancorp FBP Stock Holding History

BFC Planning, Inc.’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
Q3 		$2.95K Buy
112
+44
+65% +$1.23K ﹤0.01% 2892
2026
Q2 		$1.77K Hold
68
– – ﹤0.01% 3019
2026
Q1 		$1.45K Sell
68
-5
-7% -$108 ﹤0.01% 2677
2025
Q4 		$1.51K Buy
73
+5
+7% +$103 ﹤0.01% 2704
2025
Q3 		$1.5K Buy
+68
New +$1.47K ﹤0.01% 2551

Other funds holding FBP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BFC Planning, Inc.'s FBP Position: Q3 2026 in Review

BFC Planning, Inc. increased its First Bancorp (FBP) stake by 65% in Q3 2026, buying an estimated $1.23K and bringing the position to 112 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

BFC Planning, Inc. first reported a position in FBP in Q3 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • BFC Planning, Inc. held 112 shares of First Bancorp worth $2.95K as of Q3 2026.
  • BFC Planning, Inc. bought 44 First Bancorp shares in Q3 2026, an estimated $1.23K.
  • First Bancorp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2892 holding.
  • BFC Planning, Inc. first reported a position in First Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.