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Wealthspire Advisors (New York)’s First Bancorp FBP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-53
Closed -$1.17K – 1639
2025
Q3 		$1.17K Buy
+53
New +$1.15K ﹤0.01% 2721

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Bancorp (FBP) in Q4 2025, closing a stake of 53 shares — an estimated $1.17K sold.

Wealthspire Advisors (New York) first reported a position in FBP in Q3 2025 and held it in 1 quarter. The position peaked at $1.17K in Q3 2025. 296 funds tracked by Wall St. Rank hold FBP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 53 First Bancorp shares in Q4 2025, an estimated $1.17K.
  • Wealthspire Advisors (New York) first reported a position in First Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Bancorp position peaked at $1.17K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held First Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.