Filing Research | FBP - FIRST BANCORP CORPORATION Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	335.7KSH	$8.8M
2	Range Financial Group LLC	Shares	103.6KSH	$2.7M
3	AEGON ASSET MANAGEMENT UK PLC	Shares	89.4KSH	$2.3M
4	Louisiana State Employees Retirement System	Shares	67.3KSH	$1.8M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	61.7KSH	$1.6M
6	JAMES INVESTMENT RESEARCH, INC.	Shares	60.6KSH	$1.6M
7	Police & Firemen's Retirement System of New Jersey	Shares	46.1KSH	$1.2M
8	Diversified Trust Co	Shares	43.2KSH	$1.1M
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	43.1KSH	$1.1M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	41.4KSH	$1.1M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.4KSH	$949.7K
12	Hennion & Walsh Asset Management, Inc.	Shares	33.0KSH	$861.0K
13	Penbrook Management LLC	Shares	22.6KSH	$589.2K
14	Baron Wealth Management LLC	Shares	18.6KSH	$483.6K
15	FIRST CITIZENS BANK & TRUST CO	Shares	18.4KSH	$479.5K
16	Crossmark Global Holdings, Inc.	Shares	17.7KSH	$461.9K
17	Envestnet Portfolio Solutions, Inc.	Shares	17.7KSH	$460.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.4KSH	$356.3K
19	Monument Capital Management	Shares	12.1KSH	$316.7K
20	Carolina Wealth Advisors, LLC	Shares	11.1KSH	$289.9K
21	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	11.0KSH	$286.8K
22	Perkins Coie Trust Co	Shares	11.0KSH	$286.7K
23	SIGNATUREFD, LLC	Shares	8.5KSH	$220.6K
24	Procyon Advisors, LLC	Shares	8.4KSH	$218.2K
25	Fifth Third Wealth Advisors LLC	Shares	8.0KSH	$208.7K
26	Sage Advisory Services, Ltd.Co.	Shares	7.8KSH	$204.0K
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.4KSH	$141.2K
28	FIRST HORIZON CORP	Shares	1.8KSH	$46.8K
29	SJS Investment Consulting Inc.	Shares	1.5KSH	$39.4K
30	MassMutual Private Wealth & Trust, FSB	Shares	1.2KSH	$31.2K
31	Byrne Asset Management LLC	Shares	1.0KSH	$26.1K
32	Versant Capital Management, Inc	Shares	909SH	$23.7K
33	Ares Financial Consulting, LLC	Shares	823SH	$21.5K
34	Farther Finance Advisors, LLC	Shares	780SH	$20.3K
35	EverSource Wealth Advisors, LLC	Shares	682SH	$17.8K
36	Dogwood Wealth Management LLC	Shares	430SH	$11.2K
37	Rosenberg Matthew Hamilton	Shares	294SH	$7.7K
38	High Note Wealth, LLC	Shares	225SH	$5.9K
39	Valued Wealth Advisors LLC	Shares	166SH	$4.3K
40	True Wealth Design, LLC	Shares	154SH	$4.0K
41	Blue Trust, Inc.	Shares	118SH	$3.1K
42	Torren Management, LLC	Shares	103SH	$2.7K
43	IFP Advisors, Inc	Shares	96SH	$2.5K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	88SH	$2.3K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	63.7KSH	$1.7K
46	State of Alaska, Department of Revenue	Shares	57.4KSH	$1.5K
47	Handelsbanken Fonder AB	Shares	43.5KSH	$1.1K
48	FINANCIAL CONSULATE, INC	Shares	42SH	$1.1K
49	GHP Investment Advisors, Inc.	Shares	42SH	$1.1K
50	AMALGAMATED BANK	Shares	41.3KSH	$1.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 58 loaded

#		Instrument
1	AEGON ASSET MANAGEMENT UK PLC new	Shares	+89.4K	+$2.3M	$2.3M
2	Vest Financial, LLC added	Shares	+2.6K	+$1.6M	$8.8M
3	Range Financial Group LLC added	Shares	+1.6K	+$521.4K	$2.7M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+6.6K	+$358.5K	$1.2M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.3K	+$316.6K	$1.1M
6	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$285.6K	$1.6M
7	Louisiana State Employees Retirement System trimmed	Shares	-1.7K	+$280.7K	$1.8M
8	Diversified Trust Co added	Shares	+1.3K	+$232.3K	$1.1M
9	Procyon Advisors, LLC new	Shares	+8.4K	+$218.2K	$218.2K
10	Fifth Third Wealth Advisors LLC new	Shares	+8.0K	+$208.7K	$208.7K
11	Sage Advisory Services, Ltd.Co. new	Shares	+7.8K	+$204.0K	$204.0K
12	Crossmark Global Holdings, Inc. added	Shares	+5.2K	+$194.0K	$461.9K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-275	+$189.1K	$1.1M
14	Baron Wealth Management LLC added	Shares	+3.3K	+$158.8K	$483.6K
15	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-5	+$155.5K	$861.0K
16	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-7.0K	+$140.7K	$1.6M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.0K	+$127.9K	$949.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$127.8K	$356.3K
19	FIRST CITIZENS BANK & TRUST CO added	Shares	+677	+$101.1K	$479.5K
20	Envestnet Portfolio Solutions, Inc. added	Shares	+692	+$98.0K	$460.7K
21	Penbrook Management LLC trimmed	Shares	-900	+$87.2K	$589.2K
22	Monument Capital Management unchanged	Shares	0	+$57.2K	$316.7K
23	FOUNDERS CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$51.8K	$286.8K
24	Perkins Coie Trust Co unchanged	Shares	0	+$51.7K	$286.7K
25	Carolina Wealth Advisors, LLC trimmed	Shares	-84	+$50.6K	$289.9K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+836	+$43.4K	$141.2K
27	SIGNATUREFD, LLC trimmed	Shares	-12	+$39.6K	$220.6K
28	SJS Investment Consulting Inc. added	Shares	+1.5K	+$39.2K	$39.4K
29	FIRST HORIZON CORP unchanged	Shares	0	+$8.5K	$46.8K
30	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-21	+$5.2K	$31.2K
31	Byrne Asset Management LLC unchanged	Shares	0	+$4.7K	$26.1K
32	Farther Finance Advisors, LLC added	Shares	+47	+$4.5K	$20.3K
33	Valued Wealth Advisors LLC new	Shares	+166	+$4.3K	$4.3K
34	Versant Capital Management, Inc unchanged	Shares	0	+$4.3K	$23.7K
35	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.7K	$21.5K
36	Dogwood Wealth Management LLC added	Shares	+53	+$3.2K	$11.2K
37	Rosenberg Matthew Hamilton unchanged	Shares	0	+$1.4K	$7.7K
38	High Note Wealth, LLC unchanged	Shares	0	+$1.1K	$5.9K
39	True Wealth Design, LLC unchanged	Shares	0	+$725	$4.0K
40	JFS WEALTH ADVISORS, LLC new	Shares	+27	+$704	$704
41	Blue Trust, Inc. unchanged	Shares	0	+$556	$3.1K
42	Torren Management, LLC added	Shares	+1	+$497	$2.7K
43	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$414	$2.3K
44	IFP Advisors, Inc trimmed	Shares	-2	+$410	$2.5K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.6K	+$333	$1.7K
46	Davis Capital Management new	Shares	+8	+$209	$209
47	Handelsbanken Fonder AB unchanged	Shares	0	+$205	$1.1K
48	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$197	$1.1K
49	GHP Investment Advisors, Inc. unchanged	Shares	0	+$197	$1.1K
50	AMALGAMATED BANK trimmed	Shares	-3.6K	+$119	$1.1K

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