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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
Q2 		$4.01K 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

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

True Wealth Design's FBP Position: Q2 2026 in Review

True Wealth Design held its First Bancorp (FBP) position steady in Q2 2026 at 154 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

True Wealth Design first reported a position in FBP in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • True Wealth Design held 154 shares of First Bancorp worth $4.01K as of Q2 2026.
  • True Wealth Design left its First Bancorp share count unchanged in Q2 2026.
  • First Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1424 holding.
  • True Wealth Design first reported a position in First Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.