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Root Financial Partners’s First Bancorp FBP Stock Holding History

Root Financial Partners’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
Q1 		$7.63K Buy
+357
New +$7.68K ﹤0.01% 1787

Other funds holding FBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Root Financial Partners's FBP Position: Q1 2026 in Review

Root Financial Partners opened a new position in First Bancorp (FBP) in Q1 2026: 357 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings.

303 funds tracked by Wall St. Rank hold FBP as of Q1 2026.

  • Root Financial Partners held 357 shares of First Bancorp worth $7.63K as of Q1 2026.
  • First Bancorp was a new Root Financial Partners position in Q1 2026.
  • First Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1787 holding.
  • 303 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.