MPWT
FBP icon

MassMutual Private Wealth & Trust’s First Bancorp FBP Stock Holding History

MassMutual Private Wealth & Trust’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 		$31.2K Sell
1,198
-21
-2% -$505 ﹤0.01% 954
2026
Q1 		$26K Buy
1,219
+181
+17% +$3.9K ﹤0.01% 1000
2025
Q4 		$21.5K Sell
1,038
-4
-0.4% -$82 ﹤0.01% 1085
2025
Q3 		$23K Hold
1,042
– – ﹤0.01% 1060
2025
Q2 		$21.7K Buy
1,042
+37
+4% +$728 ﹤0.01% 1075
2025
Q1 		$19.3K Sell
1,005
-366
-27% -$7.11K ﹤0.01% 1039
2024
Q4 		$25.5K Buy
1,371
+323
+31% +$6.52K ﹤0.01% 929
2024
Q3 		$22.2K Sell
1,048
-46
-4% -$936 ﹤0.01% 874
2024
Q2 		$20K Buy
1,094
+663
+154% +$11.6K ﹤0.01% 859
2024
Q1 		$7.56K Hold
431
– – ﹤0.01% 1120
2023
Q4 		$7.09K Sell
431
-6
-1% -$89 ﹤0.01% 1131
2023
Q3 		$5.88K Hold
437
– – ﹤0.01% 1197
2023
Q2 		$5.34K Buy
+437
New +$5.09K ﹤0.01% 1192
2023
Q1 		– Sell
-452
Closed -$6K – 1833
2022
Q4 		$6K Sell
452
-19
-4% -$277 ﹤0.01% 929
2022
Q3 		$6K Sell
471
-39
-8% -$565 ﹤0.01% 886
2022
Q2 		$7K Sell
510
-35
-6% -$479 ﹤0.01% 796
2022
Q1 		$7K Sell
545
-40
-7% -$570 ﹤0.01% 828
2021
Q4 		$8K Buy
+585
New +$8.05K ﹤0.01% 777

Other funds holding FBP

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return