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 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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

JFS Wealth Advisors's FBP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in First Bancorp (FBP) in Q2 2026: 27 shares worth $704. The stake represents ﹤0.01% of the portfolio and ranks #1887 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FBP as recently as Q4 2022.

JFS Wealth Advisors first reported a position in FBP in Q4 2021 and has held it in 6 quarters since. The position peaked at $3K in Q3 2022. 28 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

JFS Wealth Advisors held 27 shares of First Bancorp worth $704 as of Q2 2026.
First Bancorp was a new JFS Wealth Advisors position in Q2 2026.
First Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1887 holding.
JFS Wealth Advisors first reported a position in First Bancorp in Q4 2021 and has held it in 6 quarters since.
JFS Wealth Advisors's First Bancorp position peaked at $3K in Q3 2022.
28 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.