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Creative Planning FBP Position History
First BanCorp. • Financial Services
Quarters held
10
Latest value
$1.2M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $650K |
| Q3 2025 | $278K |
| Q4 2025 | $211K |
| Q4 2025 | $682K |
| Q1 2026 | $210K |
| Q1 2026 | $1.1M |
| Q2 2026 | $282K |
| Q2 2026 | $1.3M |
| Q3 2026 | $326K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 19.6K | — | — |
| Q3 2026 | $326K | 12.4K | — | — |
| Q2 2026 | $1.3M | 19.8K | — | — |
| Q2 2026 | $282K | 10.8K | — | — |
| Q1 2026 | $1.1M | 19.7K | — | — |
| Q1 2026 | $210K | 9.8K | — | — |
| Q4 2025 | $682K | 13.4K | — | — |
| Q4 2025 | $211K | 10.2K | — | — |
| Q3 2025 | $278K | 12.6K | — | — |
| Q3 2025 | $650K | 12.3K | — | — |
Other funds holding FBP
$234.7M
$234.7M
$180.2M
$145.5M
$139.5M
$139.5M