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Marshall Financial Group (Maryland)’s First Bancorp FBP Stock Holding History

Marshall Financial Group (Maryland)’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
-34,380
Closed -$734K – 324
2026
Q1 		$734K Buy
34,380
+388
+1% +$8.35K 0.12% 163
2025
Q4 		$705K Buy
+33,992
New +$700K 0.14% 178

Other funds holding FBP

BlackRock
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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

Marshall Financial Group (Maryland)'s FBP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of First Bancorp (FBP) in Q2 2026, closing a stake of 34,380 shares — an estimated $734K sold.

Marshall Financial Group (Maryland) first reported a position in FBP in Q4 2025 and held it in 2 quarters. The position peaked at $734K in Q1 2026. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 34,380 First Bancorp shares in Q2 2026, an estimated $734K.
  • Marshall Financial Group (Maryland) first reported a position in First Bancorp in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s First Bancorp position peaked at $734K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.