LFA
FBP icon

LGT Financial Advisors’s First Bancorp FBP Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-292
Closed -$5.43K – 452
2024
Q4 		$5.43K Hold
292
– – 0.01% 532
2024
Q3 		$6.18K Hold
292
– – 0.02% 496
2024
Q2 		$5.34K Hold
292
– – 0.01% 584
2024
Q1 		$5.12K Hold
292
– – 0.01% 623
2023
Q4 		$4.8K Hold
292
– – 0.01% 635
2023
Q3 		$3.93K Buy
+292
New +$4.06K 0.01% 673

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

LGT Financial Advisors's FBP Position: Q1 2025 in Review

LGT Financial Advisors sold out of First Bancorp (FBP) in Q1 2025, closing a stake of 292 shares — an estimated $5.43K sold.

LGT Financial Advisors first reported a position in FBP in Q3 2023 and held it in 6 quarters. The position peaked at $6.18K in Q3 2024. 274 funds tracked by Wall St. Rank hold FBP as of Q1 2025.

  • LGT Financial Advisors reported no remaining First Bancorp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 292 First Bancorp shares in Q1 2025, an estimated $5.43K.
  • LGT Financial Advisors first reported a position in First Bancorp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's First Bancorp position peaked at $6.18K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held First Bancorp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.