MWPCG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return