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MorganRosel Wealth Management’s First Bancorp FBP Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-5,000
Closed -$104K – 189
2025
Q2 		$104K Hold
5,000
– – 0.03% 142
2025
Q1 		$95.8K Buy
+5,000
New +$97.1K 0.03% 132

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MorganRosel Wealth Management's FBP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of First Bancorp (FBP) in Q3 2025, closing a stake of 5,000 shares — an estimated $104K sold.

MorganRosel Wealth Management first reported a position in FBP in Q1 2025 and held it in 2 quarters. The position peaked at $104K in Q2 2025. 284 funds tracked by Wall St. Rank hold FBP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,000 First Bancorp shares in Q3 2025, an estimated $104K.
  • MorganRosel Wealth Management first reported a position in First Bancorp in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's First Bancorp position peaked at $104K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.