SW
FBP icon

SkyOak Wealth’s First Bancorp FBP Stock Holding History

SkyOak Wealth’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 		$314K Buy
12,027
+145
+1% +$3.49K 0.05% 177
2026
Q1 		$254K Sell
11,882
-1,127
-9% -$24.3K 0.05% 203
2025
Q4 		$270K Sell
13,009
-575
-4% -$11.8K 0.05% 205
2025
Q3 		$300K Buy
13,584
+971
+8% +$21K 0.06% 190
2025
Q2 		$263K Buy
+12,613
New +$248K 0.05% 196

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SkyOak Wealth's FBP Position: Q2 2026 in Review

SkyOak Wealth increased its First Bancorp (FBP) stake by 1.2% in Q2 2026, buying an estimated $3.49K and bringing the position to 12,027 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #177.

SkyOak Wealth first reported a position in FBP in Q2 2025 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • SkyOak Wealth held 12,027 shares of First Bancorp worth $314K as of Q2 2026.
  • SkyOak Wealth bought 145 First Bancorp shares in Q2 2026, an estimated $3.49K.
  • First Bancorp made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #177 holding.
  • SkyOak Wealth first reported a position in First Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.