RIL
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Rothschild Investment LLC’s First Bancorp FBP Stock Holding History

Rothschild Investment LLC’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 		$9.33K Buy
437
+94
+27% +$2.02K ﹤0.01% 1722
2025
Q4 		$7.11K Buy
343
+3
+0.9% +$62 ﹤0.01% 1717
2025
Q3 		$7.5K Sell
340
-75
-18% -$1.62K ﹤0.01% 1547
2025
Q2 		$8.64K Buy
415
+125
+43% +$2.46K ﹤0.01% 1274
2025
Q1 		$5.56K Buy
290
+200
+222% +$3.88K ﹤0.01% 1388
2024
Q4 		$1.67K Sell
90
-75
-45% -$1.51K ﹤0.01% 1917
2024
Q3 		$3.49K Buy
165
+100
+154% +$2.03K ﹤0.01% 1432
2024
Q2 		$1.19K Buy
65
+45
+225% +$788 ﹤0.01% 1576
2024
Q1 		$351 Buy
+20
New +$332 ﹤0.01% 1491

Other funds holding FBP

BlackRock
BlackRock New York $5.7T 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