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High Note Wealth’s First Bancorp FBP Stock Holding History

High Note Wealth’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 		$4.81K Hold
225
– – ﹤0.01% 555
2025
Q4 		$4.66K Buy
225
+20
+10% +$412 ﹤0.01% 536
2025
Q3 		$4.52K Sell
205
-4
-2% -$87 ﹤0.01% 514
2025
Q2 		$4.35K Sell
209
-23
-10% -$452 ﹤0.01% 490
2025
Q1 		$4.45K Sell
232
-17
-7% -$330 ﹤0.01% 462
2024
Q4 		$4.63K Buy
+249
New +$5.03K ﹤0.01% 468

Other funds holding FBP

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