Wealth Enhancement Advisory Services
FBP icon

Wealth Enhancement Advisory Services’s First Bancorp FBP Stock Holding History

Wealth Enhancement Advisory Services’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 		$356K Buy
13,356
+2,845
+27% +$68.5K ﹤0.01% 3032
2026
Q1 		$229K Buy
10,511
+193
+2% +$4.16K ﹤0.01% 3029
2025
Q4 		$219K Sell
10,318
-488
-5% -$10.1K ﹤0.01% 3201
2025
Q3 		$234K Buy
10,806
+526
+5% +$11.4K ﹤0.01% 2991
2025
Q2 		$225K Buy
+10,280
New +$202K ﹤0.01% 2891

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Vanguard Portfolio Management
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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

Wealth Enhancement Advisory Services's FBP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Bancorp (FBP) stake by 27% in Q2 2026, buying an estimated $68.5K and bringing the position to 13,356 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Wealth Enhancement Advisory Services 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.

  • Wealth Enhancement Advisory Services held 13,356 shares of First Bancorp worth $356K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,845 First Bancorp shares in Q2 2026, an estimated $68.5K.
  • First Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3032 holding.
  • Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.