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Acumen Wealth Advisors’s First Bancorp FBNC Stock Holding History

Acumen Wealth Advisors’s Portfolio FBNC Stock Details FBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Buy
338
+60
+22% +$3.55K ﹤0.01% 234
2026
Q1 		$15.7K Buy
278
+45
+19% +$2.56K ﹤0.01% 249
2025
Q4 		$11.9K Buy
+233
New +$11.8K ﹤0.01% 279

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Acumen Wealth Advisors's FBNC Position: Q2 2026 in Review

Acumen Wealth Advisors increased its First Bancorp (FBNC) stake by 22% in Q2 2026, buying an estimated $3.55K and bringing the position to 338 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Acumen Wealth Advisors first reported a position in FBNC in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Acumen Wealth Advisors held 338 shares of First Bancorp worth $21.7K as of Q2 2026.
  • Acumen Wealth Advisors bought 60 First Bancorp shares in Q2 2026, an estimated $3.55K.
  • First Bancorp made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Acumen Wealth Advisors first reported a position in First Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.