JTBR
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James T. Borello RIA’s First Bancorp FNLC Stock Holding History

James T. Borello RIA’s Portfolio FNLC Stock Details FNLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$133 Hold
4
– – ﹤0.01% 1178
2026
Q2 		$139 Hold
4
– – ﹤0.01% 1166
2026
Q1 		$112 Buy
+4
New +$111 ﹤0.01% 1155

Other funds holding FNLC

B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

James T. Borello RIA's FNLC Position: Q3 2026 in Review

James T. Borello RIA held its First Bancorp (FNLC) position steady in Q3 2026 at 4 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

James T. Borello RIA first reported a position in FNLC in Q1 2026 and has held it in 3 quarters since. The position peaked at $139 in Q2 2026. 12 funds tracked by Wall St. Rank hold FNLC as of Q3 2026.

  • James T. Borello RIA held 4 shares of First Bancorp worth $133 as of Q3 2026.
  • James T. Borello RIA left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1178 holding.
  • James T. Borello RIA first reported a position in First Bancorp in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's First Bancorp position peaked at $139 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.