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Private Wealth Management Group’s First Bancorp FBP Stock Holding History

Private Wealth Management 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 		$39.8K Hold
1,528
– – 0.01% 261
2026
Q1 		$32.6K Sell
1,528
-41
-3% -$883 0.01% 250
2025
Q4 		$32.5K Hold
1,569
– – 0.01% 242
2025
Q3 		$34.6K Hold
1,569
– – 0.01% 231
2025
Q2 		$32.7K Hold
1,569
– – 0.01% 221
2025
Q1 		$30.1K Hold
1,569
– – 0.01% 228
2024
Q4 		$29.2K Hold
1,569
– – 0.01% 234
2024
Q3 		$33.2K Hold
1,569
– – 0.01% 207
2024
Q2 		$28.7K Hold
1,569
– – 0.01% 222
2024
Q1 		$27.5K Hold
1,569
– – 0.01% 225
2023
Q4 		$25.8K Buy
+1,569
New +$23.2K 0.01% 234

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

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

Private Wealth Management Group held its First Bancorp (FBP) position steady in Q2 2026 at 1,528 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #261.

Private Wealth Management 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.

  • Private Wealth Management Group held 1,528 shares of First Bancorp worth $39.8K as of Q2 2026.
  • Private Wealth Management Group left its First Bancorp share count unchanged in Q2 2026.
  • First Bancorp made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #261 holding.
  • Private Wealth Management 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.