Vest Financial
FBP icon

Vest Financial’s First Bancorp FBP Stock Holding History

Vest Financial’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 		$8.87M Buy
336,739
+1,040
+0.3% +$29.1K 0.09% 170
2026
Q2 		$8.75M Buy
335,699
+2,647
+0.8% +$63.7K 0.09% 174
2026
Q1 		$7.11M Buy
333,052
+42,187
+15% +$908K 0.09% 183
2025
Q4 		$6.03M Buy
290,865
+35,517
+14% +$732K 0.08% 190
2025
Q3 		$5.63M Buy
255,348
+45,647
+22% +$987K 0.07% 174
2025
Q2 		$4.37M Buy
209,701
+43,075
+26% +$847K 0.06% 173
2025
Q1 		$3.19M Buy
166,626
+34,346
+26% +$667K 0.05% 176
2024
Q4 		$2.46M Buy
132,280
+60,155
+83% +$1.21M 0.04% 158
2024
Q3 		$1.53M Buy
72,125
+9,353
+15% +$190K 0.03% 160
2024
Q2 		$1.15M Buy
62,772
+12,455
+25% +$218K 0.03% 141
2024
Q1 		$883K Buy
50,317
+36,004
+252% +$597K 0.02% 166
2023
Q4 		$235K Buy
+14,313
New +$211K 0.01% 190

Other funds holding FBP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund Oak Brook, Illinois $8.94B AUM 30.57% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Vest Financial's FBP Position: Q3 2026 in Review

Vest Financial increased its First Bancorp (FBP) stake by 0.31% in Q3 2026, buying an estimated $29.1K and bringing the position to 336,739 shares worth $8.87M. The position accounts for 0.09% of the portfolio, ranked #170.

Vest Financial first reported a position in FBP in Q4 2023 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • Vest Financial held 336,739 shares of First Bancorp worth $8.87M as of Q3 2026.
  • Vest Financial bought 1,040 First Bancorp shares in Q3 2026, an estimated $29.1K.
  • First Bancorp made up 0.09% of Vest Financial's portfolio in Q3 2026, its #170 holding.
  • Vest Financial first reported a position in First Bancorp in Q4 2023 and has held it in 12 quarters since.
  • 112 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.