Integrated Wealth Concepts’s First Bancorp FBP Stock Holding History

Integrated Wealth Concepts’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	$21.8K	Buy	+836	New	+$20.1K	﹤0.01%	4016

Other funds holding FBP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrated Wealth Concepts's FBP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Bancorp (FBP) in Q2 2026: 836 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #4016 among its holdings.

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

Integrated Wealth Concepts held 836 shares of First Bancorp worth $21.8K as of Q2 2026.
First Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
First Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4016 holding.
307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.