JFS Wealth Advisors
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JFS Wealth Advisors’s First Bancorp FBP Stock Holding History

JFS Wealth Advisors’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 		$712 Hold
27
– – ﹤0.01% 1849
2026
Q2 		$704 Buy
+27
New +$650 ﹤0.01% 1887
2023
Q1 		– Sell
-196
Closed -$2.49K – 1971
2022
Q4 		$2.49K Buy
196
+5
+3% +$73 ﹤0.01% 1287
2022
Q3 		$3K Sell
191
-50
-21% -$725 ﹤0.01% 1169
2022
Q2 		$3K Buy
241
+140
+139% +$1.92K ﹤0.01% 1175
2022
Q1 		$1K Buy
101
+33
+49% +$470 ﹤0.01% 1631
2021
Q4 		$1K Buy
+68
New +$936 ﹤0.01% 1344

Other funds holding FBP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JFS Wealth Advisors's FBP Position: Q3 2026 in Review

JFS Wealth Advisors held its First Bancorp (FBP) position steady in Q3 2026 at 27 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

JFS Wealth Advisors first reported a position in FBP in Q4 2021 and has held it in 7 quarters since. The position peaked at $3K in Q3 2022. 179 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • JFS Wealth Advisors held 27 shares of First Bancorp worth $712 as of Q3 2026.
  • JFS Wealth Advisors left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1849 holding.
  • JFS Wealth Advisors first reported a position in First Bancorp in Q4 2021 and has held it in 7 quarters since.
  • JFS Wealth Advisors's First Bancorp position peaked at $3K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.