Root Financial Partners
FBP icon

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
Q3 		$12.2K Buy
+462
New +$12.9K ﹤0.01% 1816
2026
Q2 		– Sell
-357
Closed -$7.63K – 1325
2026
Q1 		$7.63K Buy
+357
New +$7.68K ﹤0.01% 1787

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American Century Companies
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First Trust Advisors
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Root Financial Partners's FBP Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Bancorp (FBP) in Q3 2026: 462 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBP as recently as Q1 2026.

Root Financial Partners first reported a position in FBP in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Root Financial Partners held 462 shares of First Bancorp worth $12.2K as of Q3 2026.
  • First Bancorp was a new Root Financial Partners position in Q3 2026.
  • First Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1816 holding.
  • Root Financial Partners first reported a position in First Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.