ACA
FBNC icon

Aptus Capital Advisors’s First Bancorp FBNC Stock Holding History

Aptus Capital 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
2024
Q4 		– Sell
-5,102
Closed -$212K – 1431
2024
Q3 		$212K Buy
+5,102
New +$203K ﹤0.01% 748
2023
Q3 		– Sell
-6,895
Closed -$205K – 908
2023
Q2 		$205K Sell
6,895
-140
-2% -$4.43K 0.01% 481
2023
Q1 		$251K Sell
7,035
-20
-0.3% -$795 0.01% 424
2022
Q4 		$302K Hold
7,055
– – 0.01% 411
2022
Q3 		$260K Sell
7,055
-144
-2% -$5.3K 0.01% 405
2022
Q2 		$253K Buy
7,199
+14
+0.2% +$522 0.01% 345
2022
Q1 		$302K Buy
7,185
+737
+11% +$32.9K 0.01% 357
2021
Q4 		$296K Hold
6,448
– – 0.01% 315
2021
Q3 		$279K Hold
6,448
– – 0.01% 319
2021
Q2 		$265K Hold
6,448
– – 0.01% 327
2021
Q1 		$282K Hold
6,448
– – 0.01% 302
2020
Q4 		$219K Buy
+6,448
New +$187K 0.01% 301
2020
Q1 		– Sell
-6,448
Closed -$257K – 444
2019
Q4 		$257K Hold
6,448
– – 0.03% 324
2019
Q3 		$231K Sell
6,448
-278
-4% -$9.97K 0.03% 344
2019
Q2 		$244K Sell
6,726
-513
-7% -$18.8K 0.03% 301
2019
Q1 		$251K Buy
+7,239
New +$265K 0.04% 274

Other funds holding FBNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return