GWM
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Gilpin Wealth Management’s First Bancorp FBP Stock Holding History

Gilpin Wealth 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
2026
Q3 		$633 Hold
24
– – ﹤0.01% 773
2026
Q2 		$626 Hold
24
– – ﹤0.01% 607
2026
Q1 		$513 Buy
24
+18
+300% +$387 ﹤0.01% 608
2025
Q4 		$125 Buy
+6
New +$124 ﹤0.01% 780

Other funds holding FBP

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's FBP Position: Q3 2026 in Review

Gilpin Wealth Management held its First Bancorp (FBP) position steady in Q3 2026 at 24 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Gilpin Wealth Management first reported a position in FBP in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Gilpin Wealth Management held 24 shares of First Bancorp worth $633 as of Q3 2026.
  • Gilpin Wealth Management left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #773 holding.
  • Gilpin Wealth Management first reported a position in First Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.