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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
Q3 		$67.7K Buy
2,570
+1,042
+68% +$29.1K 0.02% 213
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Wealth Management Group's FBP Position: Q3 2026 in Review

Private Wealth Management Group increased its First Bancorp (FBP) stake by 68% in Q3 2026, buying an estimated $29.1K and bringing the position to 2,570 shares worth $67.7K. The position accounts for 0.02% of the portfolio, ranked #213.

Private Wealth Management Group first reported a position in FBP in Q4 2023 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Private Wealth Management Group held 2,570 shares of First Bancorp worth $67.7K as of Q3 2026.
  • Private Wealth Management Group bought 1,042 First Bancorp shares in Q3 2026, an estimated $29.1K.
  • First Bancorp made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #213 holding.
  • Private Wealth Management Group first reported a position in First Bancorp in Q4 2023 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.