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Summit Securities Group’s First Bancorp FBP Stock Holding History

Summit Securities Group’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
-2,047
Closed -$42.6K – 1123
2025
Q2 		$42.6K Buy
+2,047
New +$40.3K 0.01% 555
2024
Q1 		– Sell
-1
Closed – – 614
2023
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 747

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Securities Group's FBP Position: Q3 2025 in Review

Summit Securities Group sold out of First Bancorp (FBP) in Q3 2025, closing a stake of 2,047 shares — an estimated $42.6K sold.

Summit Securities Group first reported a position in FBP in Q4 2023 and held it in 2 quarters. The position peaked at $42.6K in Q2 2025. 284 funds tracked by Wall St. Rank hold FBP as of Q3 2025.

  • Summit Securities Group reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,047 First Bancorp shares in Q3 2025, an estimated $42.6K.
  • Summit Securities Group first reported a position in First Bancorp in Q4 2023 and held it in 2 quarters.
  • Summit Securities Group's First Bancorp position peaked at $42.6K in Q2 2025.
  • 284 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.