RFG
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Range Financial Group’s First Bancorp FBP Stock Holding History

Range Financial 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 		$2.7M Buy
103,593
+1,566
+2% +$37.7K 0.74% 43
2026
Q1 		$2.18M Buy
102,027
+251
+0.2% +$5.4K 0.73% 46
2025
Q4 		$2.11M Buy
101,776
+9,350
+10% +$193K 0.73% 43
2025
Q3 		$2.04M Sell
92,426
-1,580
-2% -$34.2K 0.74% 38
2025
Q2 		$1.96M Buy
94,006
+3,230
+4% +$63.5K 0.77% 34
2025
Q1 		$1.74M Buy
90,776
+3,975
+5% +$77.2K 0.77% 42
2024
Q4 		$1.61M Buy
+86,801
New +$1.75M 0.74% 40
2024
Q3 		– Sell
-88,917
Closed -$1.63M – 112
2024
Q2 		$1.63M Buy
88,917
+2,940
+3% +$51.5K 0.83% 34
2024
Q1 		$1.51M Buy
85,977
+1,983
+2% +$32.9K 0.78% 39
2023
Q4 		$1.38M Sell
83,994
-1,988
-2% -$29.4K 0.83% 36
2023
Q3 		$1.16M Sell
85,982
-3,714
-4% -$51.6K 0.77% 43
2023
Q2 		$1.1M Buy
89,696
+1,629
+2% +$19K 0.7% 56
2023
Q1 		$1.01M Buy
88,067
+15,738
+22% +$207K 0.66% 57
2022
Q4 		$920K Sell
72,329
-9,614
-12% -$140K 0.63% 63
2022
Q3 		$1.12M Buy
+81,943
New +$1.19M 0.87% 39

Other funds holding FBP

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return