True Wealth Design
FBP icon

True Wealth Design’s First Bancorp FBP Stock Holding History

True Wealth Design’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 		$4.06K Hold
154
– – ﹤0.01% 1421
2026
Q2 		$4.02K Hold
154
– – ﹤0.01% 1424
2026
Q1 		$3.29K Hold
154
– – ﹤0.01% 1368
2025
Q4 		$3.19K Hold
154
– – ﹤0.01% 1271
2025
Q3 		$3.4K Hold
154
– – ﹤0.01% 1252
2025
Q2 		$3.21K Buy
+154
New +$3.03K ﹤0.01% 984

Other funds holding FBP

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's FBP Position: Q3 2026 in Review

True Wealth Design held its First Bancorp (FBP) position steady in Q3 2026 at 154 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

True Wealth Design first reported a position in FBP in Q2 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • True Wealth Design held 154 shares of First Bancorp worth $4.06K as of Q3 2026.
  • True Wealth Design left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1421 holding.
  • True Wealth Design first reported a position in First Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.