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Kestra Private Wealth Services’s First Bancorp FBP Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-28,775
Closed -$615K – 1841
2026
Q1 		$615K Sell
28,775
-1,181
-4% -$25.4K 0.01% 1097
2025
Q4 		$621K Buy
+29,956
New +$617K 0.01% 1046

Other funds holding FBP

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Vanguard Portfolio Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kestra Private Wealth Services's FBP Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of First Bancorp (FBP) in Q2 2026, closing a stake of 28,775 shares — an estimated $615K sold.

Kestra Private Wealth Services first reported a position in FBP in Q4 2025 and held it in 2 quarters. The position peaked at $621K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 28,775 First Bancorp shares in Q2 2026, an estimated $615K.
  • Kestra Private Wealth Services first reported a position in First Bancorp in Q4 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's First Bancorp position peaked at $621K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.