Westover Capital Advisors’s First Bancorp FBP Stock Holding History

Westover Capital 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	$858K	Sell	32,925 -1,975	-6%	-$47.5K	0.14%	108
2026 Q1	$745K	Sell	34,900 -4,328	-11%	-$93.2K	0.14%	115
2025 Q4	$813K	Sell	39,228 -2,447	-6%	-$50.4K	0.15%	112
2025 Q3	$919K	Buy	41,675 +2,385	+6%	+$51.6K	0.17%	104
2025 Q2	$818K	Sell	39,290 -261	-0.7%	-$5.13K	0.16%	110
2025 Q1	$758K	Sell	39,551 -1,321	-3%	-$25.7K	0.17%	112
2024 Q4	$760K	Sell	40,872 -5,645	-12%	-$114K	0.17%	115
2024 Q3	$985K	Buy	46,517 +12,818	+38%	+$261K	0.19%	98
2024 Q2	$616K	Buy	+33,699	New	+$590K	0.16%	111

Other funds holding FBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Westover Capital Advisors's FBP Position: Q2 2026 in Review

Westover Capital Advisors reduced its First Bancorp (FBP) stake by 5.7% in Q2 2026, selling an estimated $47.5K and leaving 32,925 shares worth $858K. The position accounts for 0.14% of the portfolio, ranked #108.

Westover Capital Advisors first reported a position in FBP in Q2 2024 and has held it in 9 quarters since. The position peaked at $985K in Q3 2024. 307 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

Westover Capital Advisors held 32,925 shares of First Bancorp worth $858K as of Q2 2026.
Westover Capital Advisors sold 1,975 First Bancorp shares in Q2 2026, an estimated $47.5K.
First Bancorp made up 0.14% of Westover Capital Advisors's portfolio in Q2 2026, its #108 holding.
Westover Capital Advisors first reported a position in First Bancorp in Q2 2024 and has held it in 9 quarters since.
Westover Capital Advisors's First Bancorp position peaked at $985K in Q3 2024.
307 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.