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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Partners Investment Advisory's FBP Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of First Bancorp (FBP) in Q3 2025, closing a stake of 46 shares — an estimated $958 sold.

Steward Partners Investment Advisory first reported a position in FBP in Q2 2024 and held it in 5 quarters. The position peaked at $2.96K in Q3 2024. 284 funds tracked by Wall St. Rank hold FBP as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 46 First Bancorp shares in Q3 2025, an estimated $958.
  • Steward Partners Investment Advisory first reported a position in First Bancorp in Q2 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's First Bancorp position peaked at $2.96K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.