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Carolina Wealth Management’s First Bancorp FBNC Stock Holding History

Carolina 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
Q2 		$421K Buy
+6,586
New +$390K 0.19% 72

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

Carolina Wealth Management's FBNC Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in First Bancorp (FBNC) in Q2 2026: 6,586 shares worth $421K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

239 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Carolina Wealth Management held 6,586 shares of First Bancorp worth $421K as of Q2 2026.
  • First Bancorp was a new Carolina Wealth Management position in Q2 2026.
  • First Bancorp made up 0.19% of Carolina Wealth Management's portfolio in Q2 2026, its #72 holding.
  • 239 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.