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Twin Peaks Wealth Advisors’s First Bancorp FBP Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-498
Closed -$10.6K – 887
2026
Q1 		$10.6K Buy
+498
New +$10.7K ﹤0.01% 1034
2025
Q3 		– Sell
-601
Closed -$12.8K – 811
2025
Q2 		$12.8K Buy
+601
New +$11.8K ﹤0.01% 803

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

Twin Peaks Wealth Advisors's FBP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Bancorp (FBP) in Q2 2026, closing a stake of 498 shares — an estimated $10.6K sold.

Twin Peaks Wealth Advisors first reported a position in FBP in Q2 2025 and held it in 2 quarters. The position peaked at $12.8K in Q2 2025. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 498 First Bancorp shares in Q2 2026, an estimated $10.6K.
  • Twin Peaks Wealth Advisors first reported a position in First Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Bancorp position peaked at $12.8K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.