Blue Rock Wealth Management’s First Bancorp FBNC Stock Holding History

Blue Rock Wealth Management’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 Q3	$718K	Buy	+11,757	New	+$752K	0.43%	41

Other funds holding FBNC

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Blue Rock Wealth Management's FBNC Position: Q3 2026 in Review

Blue Rock Wealth Management opened a new position in First Bancorp (FBNC) in Q3 2026: 11,757 shares worth $718K. The stake represents 0.43% of the portfolio and ranks #41 among its holdings.

17 funds tracked by Wall St. Rank hold FBNC as of Q3 2026.

Blue Rock Wealth Management held 11,757 shares of First Bancorp worth $718K as of Q3 2026.
First Bancorp was a new Blue Rock Wealth Management position in Q3 2026.
First Bancorp made up 0.43% of Blue Rock Wealth Management's portfolio in Q3 2026, its #41 holding.
17 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Blue Rock Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.