Steward Partners Investment Advisory
FBP icon

Steward Partners Investment Advisory’s First Bancorp FBP Stock Holding History

Steward Partners Investment Advisory’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 		$948K Buy
+36,358
New +$875K ﹤0.01% 1318
2025
Q3 		– Sell
-46
Closed -$958 – 4300
2025
Q2 		$958 Sell
46
-28
-38% -$551 ﹤0.01% 3871
2025
Q1 		$1.42K Hold
74
– – ﹤0.01% 3709
2024
Q4 		$1.38K Sell
74
-66
-47% -$1.33K ﹤0.01% 3707
2024
Q3 		$2.96K Buy
140
+56
+67% +$1.14K ﹤0.01% 3353
2024
Q2 		$1.54K Buy
+84
New +$1.47K ﹤0.01% 3330

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's FBP Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in First Bancorp (FBP) in Q2 2026: 36,358 shares worth $948K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in FBP as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in FBP in Q2 2024 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Steward Partners Investment Advisory held 36,358 shares of First Bancorp worth $948K as of Q2 2026.
  • First Bancorp was a new Steward Partners Investment Advisory position in Q2 2026.
  • First Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1318 holding.
  • Steward Partners Investment Advisory first reported a position in First Bancorp in Q2 2024 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.