Institute for Wealth Management’s First Bancorp FBP Stock Holding History

Institute for 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 Q2	$26K	Buy	+998	New	+$24K	﹤0.01%	1052

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's FBP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Bancorp (FBP) in Q2 2026: 998 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

139 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

Institute for Wealth Management held 998 shares of First Bancorp worth $26K as of Q2 2026.
First Bancorp was a new Institute for Wealth Management position in Q2 2026.
First Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1052 holding.
139 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.