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Measured Wealth Private Client Group’s First Bancorp FBP Stock Holding History

Measured Wealth Private Client Group’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 		$804K Sell
30,825
-5,154
-14% -$124K 0.19% 80
2026
Q1 		$769K Buy
35,979
+656
+2% +$14.1K 0.21% 72
2025
Q4 		$732K Sell
35,323
-29
-0.1% -$598 0.19% 70
2025
Q3 		$780K Sell
35,352
-1,336
-4% -$28.9K 0.21% 63
2025
Q2 		$764K Sell
36,688
-613
-2% -$12.1K 0.23% 64
2025
Q1 		$715K Buy
37,301
+3,136
+9% +$60.9K 0.23% 65
2024
Q4 		$635K Buy
34,165
+270
+0.8% +$5.45K 0.21% 65
2024
Q3 		$718K Sell
33,895
-955
-3% -$19.4K 0.24% 56
2024
Q2 		$637K Buy
34,850
+5,359
+18% +$93.8K 0.22% 68
2024
Q1 		$517K Buy
29,491
+2,240
+8% +$37.2K 0.18% 94
2023
Q4 		$448K Buy
+27,251
New +$402K 0.17% 107

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Measured Wealth Private Client Group's FBP Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its First Bancorp (FBP) stake by 14% in Q2 2026, selling an estimated $124K and leaving 30,825 shares worth $804K. The position accounts for 0.19% of the portfolio, ranked #80.

Measured Wealth Private Client Group first reported a position in FBP in Q4 2023 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Measured Wealth Private Client Group held 30,825 shares of First Bancorp worth $804K as of Q2 2026.
  • Measured Wealth Private Client Group sold 5,154 First Bancorp shares in Q2 2026, an estimated $124K.
  • First Bancorp made up 0.19% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #80 holding.
  • Measured Wealth Private Client Group first reported a position in First Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.