Lido Advisors
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Lido Advisors’s First Bancorp FBP Stock Holding History

Lido 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
Q2 		– Sell
-18,374
Closed -$352K – 1684
2025
Q1 		$352K Sell
18,374
-1,191
-6% -$23.1K ﹤0.01% 1148
2024
Q4 		$364K Buy
19,565
+3,932
+25% +$79.4K ﹤0.01% 1125
2024
Q3 		$331K Buy
15,633
+708
+5% +$14.4K ﹤0.01% 1113
2024
Q2 		$273K Sell
14,925
-87
-0.6% -$1.52K ﹤0.01% 1168
2024
Q1 		$263K Buy
15,012
+1,279
+9% +$21.2K ﹤0.01% 1150
2023
Q4 		$226K Buy
+13,733
New +$203K ﹤0.01% 1160
2022
Q1 		– Sell
-24,207
Closed -$333K – 1029
2021
Q4 		$333K Buy
24,207
+8,245
+52% +$113K ﹤0.01% 764
2021
Q3 		$209K Buy
+15,962
New +$197K ﹤0.01% 904

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lido Advisors's FBP Position: Q2 2025 in Review

Lido Advisors sold out of First Bancorp (FBP) in Q2 2025, closing a stake of 18,374 shares — an estimated $352K sold.

Lido Advisors first reported a position in FBP in Q3 2021 and held it in 8 quarters. The position peaked at $364K in Q4 2024. 289 funds tracked by Wall St. Rank hold FBP as of Q2 2025.

  • Lido Advisors reported no remaining First Bancorp position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 18,374 First Bancorp shares in Q2 2025, an estimated $352K.
  • Lido Advisors first reported a position in First Bancorp in Q3 2021 and held it in 8 quarters.
  • Lido Advisors's First Bancorp position peaked at $364K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held First Bancorp as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.