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Carolina Wealth Advisors’s First Bancorp FBP Stock Holding History

Carolina Wealth Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
11,119
-84
-0.7% -$2.02K 0.11% 79
2026
Q1 		$239K Buy
+11,203
New +$241K 0.1% 87

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carolina Wealth Advisors's FBP Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its First Bancorp (FBP) stake by 0.75% in Q2 2026, selling an estimated $2.02K and leaving 11,119 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #79.

Carolina Wealth Advisors first reported a position in FBP in Q1 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • Carolina Wealth Advisors held 11,119 shares of First Bancorp worth $290K as of Q2 2026.
  • Carolina Wealth Advisors sold 84 First Bancorp shares in Q2 2026, an estimated $2.02K.
  • First Bancorp made up 0.11% of Carolina Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Carolina Wealth Advisors first reported a position in First Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.