YIH
FBP icon

Y-Intercept (HK)’s First Bancorp FBP Stock Holding History

Y-Intercept (HK)’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 		– Sell
-131,541
Closed -$2.81M – 1850
2026
Q1 		$2.81M Sell
131,541
-4,483
-3% -$96.5K 0.05% 559
2025
Q4 		$2.82M Buy
136,024
+48,678
+56% +$1M 0.06% 451
2025
Q3 		$1.93M Buy
87,346
+7,861
+10% +$170K 0.05% 630
2025
Q2 		$1.66M Buy
79,485
+59,033
+289% +$1.16M 0.04% 690
2025
Q1 		$392K Buy
+20,452
New +$397K 0.03% 802
2024
Q2 		– Sell
-46,574
Closed -$817K – 1528
2024
Q1 		$817K Sell
46,574
-7,038
-13% -$117K 0.06% 468
2023
Q4 		$882K Buy
+53,612
New +$792K 0.08% 359
2023
Q3 		– Sell
-23,985
Closed -$293K – 1199
2023
Q2 		$293K Sell
23,985
-22,465
-48% -$262K 0.03% 777
2023
Q1 		$530K Buy
46,450
+8,524
+22% +$112K 0.06% 496
2022
Q4 		$482K Buy
+37,926
New +$553K 0.07% 451
2022
Q3 		– Sell
-37,555
Closed -$485K – 1068
2022
Q2 		$485K Buy
37,555
+27,377
+269% +$375K 0.06% 433
2022
Q1 		$134K Buy
+10,178
New +$145K 0.03% 651
2021
Q4 		– Sell
-16,292
Closed -$214K – 671
2021
Q3 		$214K Buy
+16,292
New +$201K 0.04% 559

Other funds holding FBP

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return