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Pinnacle Wealth Planning Services’s First Bancorp FBP Stock Holding History

Pinnacle Wealth Planning Services’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 		$137K Buy
5,261
+84
+2% +$2.02K 0.01% 708
2026
Q1 		$111K Buy
5,177
+131
+3% +$2.82K 0.01% 741
2025
Q4 		$105K Buy
+5,046
New +$104K 0.01% 758
2021
Q1 		– Sell
-870
Closed -$8K – 896
2020
Q4 		$8K Buy
+870
New +$6.63K ﹤0.01% 1463

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

Pinnacle Wealth Planning Services's FBP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Bancorp (FBP) stake by 1.6% in Q2 2026, buying an estimated $2.02K and bringing the position to 5,261 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #708.

Pinnacle Wealth Planning Services first reported a position in FBP in Q4 2020 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,261 shares of First Bancorp worth $137K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 84 First Bancorp shares in Q2 2026, an estimated $2.02K.
  • First Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #708 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.