Westover Capital Advisors, LLC FBP — FIRST BANCORP P R

Ownership history in Westover Capital Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Westover Capital Advisors, LLC reported FIRST BANCORP P R (FBP) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows FBP at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westover Capital Advisors, LLC's position in FIRST BANCORP P R, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FBP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FBP stock page Westover Capital Advisors, LLC fund profile Westover Capital Advisors, LLC full holdings
How Westover Capital Advisors, LLC held FBP — position size vs. price
% of Fund (quarterly)    FBP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,900 -4,328 -11.0% 0.14% $745K 2026-05-05 $24.19
2025 Q4 REDUCED 5.9% +4.0% ❌ 39,228 -2,447 -5.9% 0.15% $813K 2026-02-09 $22.95
2025 Q3 ADDED — — — 41,675 +2,385 +6.1% 0.17% $919K 2025-11-06 $19.51
2025 Q2 REDUCED — — — 39,290 -261 -0.7% 0.16% $818K 2025-08-11 $20.32
2025 Q1 REDUCED — — — 39,551 -1,321 -3.2% 0.17% $758K 2025-05-06 $19.50
2024 Q4 REDUCED 12.1% +4.1% ❌ 40,872 -5,645 -12.1% 0.17% $760K 2025-02-06 $20.36
2024 Q3 ADDED — — — 46,517 +12,818 +38.0% 0.19% $985K 2024-11-08 $20.19
2024 Q2 INITIATED — — — 33,699 — — 0.16% $616K 2024-08-08 $18.68

🏢 Other funds also holding FBP

As of 2026 Q1 — sorted by position size

Rock Point Advisors, LLC 3Y 7Y 2.05% Stieven Capital Advisors, L.P. 3Y 7Y 1.41% Range Financial Group LLC 3Y 0.73% X-Square Capital, LLC 3Y 7Y 0.66% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.64% RAFFLES ASSOCIATES LP 3Y 7Y 0.59% Bayview Asset Management, LLC 3Y 7Y 0.53% Edgestream Partners, L.P. 3Y 7Y 0.43% Fieldview Capital Management, LLC 0.42% Numerai GP LLC 3Y 0.41%

FAQ About Westover Capital Advisors, LLC and FBP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westover Capital Advisors, LLC reported owning FBP?

Westover Capital Advisors, LLC reported FBP across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FBP position in Westover Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for FBP was 0.19% in 2024 Q3.

What is the latest reported FBP position on this page?

The most recent filing on this page is 2026 Q1, when Westover Capital Advisors, LLC reported 34,900 shares, equal to 0.14% of portfolio, with an estimated market value of $745K.

What does the chart on this FBP ownership page compare?

The chart compares Westover Capital Advisors, LLC's quarterly FBP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Westover Capital Advisors, LLC time their FBP position?

Based on 13F filing dates vs. subsequent FBP price moves, Westover Capital Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on FBP relative to SPY over the holding period was -4.1%.

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