Sage Advisory Services
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Sage Advisory Services’s First Bancorp FBP Stock Holding History

Sage Advisory Services’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 		– Sell
-7,834
Closed -$204K – 43
2026
Q2 		$204K Buy
+7,834
New +$188K 0.1% 45

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Range Financial Group
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Virginia Retirement Systems
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Empirical Wealth Management
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Wedge Capital Management
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Louisiana State Employees Retirement System
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James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sage Advisory Services's FBP Position: Q3 2026 in Review

Sage Advisory Services sold out of First Bancorp (FBP) in Q3 2026, closing a stake of 7,834 shares — an estimated $204K sold.

Sage Advisory Services first reported a position in FBP in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 76 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Sage Advisory Services reported no remaining First Bancorp position as of Q3 2026 after selling out during the quarter.
  • Sage Advisory Services sold 7,834 First Bancorp shares in Q3 2026, an estimated $204K.
  • Sage Advisory Services first reported a position in First Bancorp in Q2 2026 and held it in 1 quarter.
  • Sage Advisory Services's First Bancorp position peaked at $204K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.