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 Q2	–	Sell	-357	Closed	-$7.63K	–	1325
2026 Q1	$7.63K	Buy	+357	New	+$7.68K	﹤0.01%	1787

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Root Financial Partners's FBP Position: Q2 2026 in Review

Root Financial Partners sold out of First Bancorp (FBP) in Q2 2026, closing a stake of 357 shares — an estimated $7.63K sold.

Root Financial Partners first reported a position in FBP in Q1 2026 and held it in 1 quarter. The position peaked at $7.63K in Q1 2026. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

Root Financial Partners reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 357 First Bancorp shares in Q2 2026, an estimated $7.63K.
Root Financial Partners first reported a position in First Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's First Bancorp position peaked at $7.63K in Q1 2026.
307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.