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Journey Strategic Wealth’s First Bancorp FBP Stock Holding History

Journey Strategic 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 		$244K Buy
11,405
+163
+1% +$3.51K 0.01% 667
2025
Q4 		$233K Sell
11,242
-40
-0.4% -$824 0.01% 628
2025
Q3 		$249K Buy
11,282
+87
+0.8% +$1.88K 0.01% 556
2025
Q2 		$233K Buy
11,195
+200
+2% +$3.93K 0.01% 547
2025
Q1 		$211K Buy
10,995
+130
+1% +$2.52K 0.01% 458
2024
Q4 		$202K Hold
10,865
– – 0.01% 470
2024
Q3 		$230K Hold
10,865
– – 0.01% 427
2024
Q2 		$199K Buy
10,865
+149
+1% +$2.61K 0.01% 374
2024
Q1 		$188K Hold
10,716
– – 0.01% 294
2023
Q4 		$176K Hold
10,716
– – 0.01% 212
2023
Q3 		$144K Hold
10,716
– – 0.01% 183
2023
Q2 		$131K Sell
10,716
-61
-0.6% -$710 0.01% 184
2023
Q1 		$123K Buy
10,777
+61
+0.6% +$803 0.01% 243
2022
Q4 		$136K Sell
10,716
-64
-0.6% -$934 0.02% 229
2022
Q3 		$148K Buy
10,780
+64
+0.6% +$928 0.02% 170
2022
Q2 		$138K Hold
10,716
– – 0.02% 113
2022
Q1 		$141K Buy
10,716
+359
+3% +$5.11K 0.02% 169
2021
Q4 		$143K Buy
+10,357
New +$142K 0.01% 197

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Journey Strategic Wealth's FBP Position: Q1 2026 in Review

Journey Strategic Wealth increased its First Bancorp (FBP) stake by 1.4% in Q1 2026, buying an estimated $3.51K and bringing the position to 11,405 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #667.

Journey Strategic Wealth first reported a position in FBP in Q4 2021 and has held it in 18 quarters since. The position peaked at $249K in Q3 2025. 304 funds tracked by Wall St. Rank hold FBP as of Q1 2026.

  • Journey Strategic Wealth held 11,405 shares of First Bancorp worth $244K as of Q1 2026.
  • Journey Strategic Wealth bought 163 First Bancorp shares in Q1 2026, an estimated $3.51K.
  • First Bancorp made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #667 holding.
  • Journey Strategic Wealth first reported a position in First Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's First Bancorp position peaked at $249K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.