undamentalytics Newsletter

First Bancorp: which funds bought and sold

Institutions that bought and sold First Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 108 institutions that filed 13F reports for both quarters added to or opened positions in First Bancorp, and 85 cut or closed them. Together they added a net 614K shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 418K shares (+3.8%); index fund managers were net buyers of 406K shares (+3.2%). 19 opened a new position and 17 sold out entirely.

Bought, Q2 2026 108 institutions, 19 of them new holders Sold, Q2 2026 85 institutions, 17 of them sold out
Net change, all compared +614K shares (+1.8%)
Net change, active managers +418K shares (+3.8%), 19 bought, 11 sold

Buyers versus sellers

institutions compared, 251
Active managers and hedge funds 19 bought · 11 sold · +418K
Index fund managers 7 bought · 4 sold · +406K
Other institutions 82 bought · 70 sold · −210K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager +319K New position 319K $20.4M
Loomis Sayles & Co L P Active manager +287K New position 287K $18.3M
Wellington Management Group LLP Active manager +173K New position 173K $11M
Blackrock, Inc. Index funds +132K +2.3% 5.9M $380M
Schroder Investment Management Group Active manager +102K +20.4% 603K $38.4M
State Street Corp Index funds +99K +4.8% 2.2M $139M
Segall Bryant & Hamill, LLC Active manager +98K +22.8% 528K $33.8M
Rockefeller Capital Management L.P. +80K +23.5% 421K $27M
Vanguard Capital Management LLC Index funds +62K +3.5% 1.8M $117M
Citadel Advisors LLC Hedge fund +59K +278.9% 81K $5.2M
FMR LLC Active manager +58K +1.6% 3.7M $236M
Geode Capital Management, LLC Index funds +50K +4.8% 1.1M $70.1M
Invesco Ltd. +45K +12.7% 401K $25.6M
Vanguard Portfolio Management LLC Index funds +42K +5.2% 849K $54.3M
Morgan Stanley +38K +11.6% 364K $23.3M
Marshall Wace, LLP Hedge fund +30K New position 30K $1.9M
Northern Trust Corp Index funds +30K +6.8% 468K $29.9M
Russell Investments Group, Ltd. +30K +88.0% 63K $4M
Boston Partners Active manager +22K +3.8% 616K $39.4M
Raymond James Financial Inc +19K +35.6% 74K $4.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jennison Associates LLC Active manager −189K −19.4% 785K $50.2M
Westwood Holdings Group Inc Active manager −147K −11.4% 1.1M $72.8M
Panagora Asset Management Inc Active manager −115K −63.8% 65K $4.2M
Franklin Resources Inc Active manager −92K −5.2% 1.7M $107M
Nuveen, LLC −84K −47.0% 95K $6.1M
William Blair Investment Management, LLC Active manager −83K −21.2% 309K $19.8M
Jain Global LLC Hedge fund −83K Sold out 0 —
Ameriprise Financial Inc −78K −6.0% 1.2M $78M
Goldman Sachs Group Inc −76K −37.0% 130K $8.3M
Jpmorgan Chase & Co −39K −43.5% 51K $3.4M
Nomura Asset Management International Inc. −33K −3.3% 953K $60.9M
Victory Capital Management Inc Active manager −30K −11.1% 243K $15.5M
Bank Of America Corp −28K −13.2% 187K $11.9M
Commonwealth Equity Services, LLC −23K Sold out 0 —
Susquehanna International Group, LLP −22K −81.0% 5,198 $332,308
Gabelli Funds LLC Active manager −18K −21.0% 69K $4.4M
LPL Financial LLC −17K −33.3% 35K $2.2M
First Trust Advisors LP −16K −36.2% 28K $1.8M
Jane Street Group, LLC −15K Sold out 0 —
Diversified Trust Co −14K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager 319K $20.4M
Loomis Sayles & Co L PActive manager 287K $18.3M
Wellington Management Group LLPActive manager 173K $11M
Marshall Wace, LLPHedge fund 30K $1.9M
Mangrove Partners Im, LLCHedge fund 6,062 $387,544
United Capital Financial Advisors, LLC 4,493 $287,237
O'Shaughnessy Asset Management, LLCActive manager 3,396 $217,106
Longview Wealth Management 3,211 $205,303
Jupiter Asset Management LtdActive manager 3,211 $205,279
Integrated Wealth Concepts LLC 906 $57,941

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jain Global LLCHedge fund 83K $4.7M
Commonwealth Equity Services, LLC 23K $1.3M
Jane Street Group, LLC 15K $867,509
Diversified Trust Co 14K $762,866
Amundi 6,634 $373,826
Two Sigma Securities, LLC 5,976 $336,748
M&T Bank Corp 5,864 $330,436
Gts Securities LLC 3,574 $201,395
State Of Wyoming 1,194 $67,282
Summit Securities Group LLC 599 $33,754

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
238
Ten largest holders
62.7%
of 13F-reported shares
Index fund managers
38.8%
of 13F-reported shares
Active managers and hedge funds
33.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 11 7 1 +418K +3.8%
Index fund managers 7 4 0 0 +406K +3.2%
Other institutions 82 70 12 16 −210K −2.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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