Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Bancorp FBNC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$33K Buy
585
+27
+5% +$1.54K ﹤0.01% 4095
2025
Q4 		$28K Buy
558
+34
+6% +$1.72K ﹤0.01% 3984
2025
Q3 		$28K Buy
524
+178
+51% +$9.12K ﹤0.01% 3919
2025
Q2 		$15K Sell
346
-12
-3% -$486 ﹤0.01% 4077
2025
Q1 		$14K Buy
358
+35
+11% +$1.48K ﹤0.01% 3910
2024
Q4 		$14K Buy
323
+67
+26% +$2.99K ﹤0.01% 3670
2024
Q3 		$11K Buy
256
+128
+100% +$5.09K ﹤0.01% 3727
2024
Q2 		$4K Buy
128
+120
+1,500% +$3.82K ﹤0.01% 3951
2024
Q1 		$0 Hold
8
– – ﹤0.01% 4443
2023
Q4 		$0 Buy
8
+3
+60% +$94 ﹤0.01% 4243
2023
Q3 		$0 Sell
5
-126
-96% -$3.86K ﹤0.01% 4276
2023
Q2 		$4K Buy
131
+44
+51% +$1.39K ﹤0.01% 3518
2023
Q1 		$3K Sell
87
-6
-6% -$239 ﹤0.01% 3494
2022
Q4 		$4K Buy
93
+12
+15% +$526 ﹤0.01% 3288
2022
Q3 		$3K Buy
+81
New +$2.98K ﹤0.01% 3294
2019
Q1 		– Sell
-38
Closed -$1K – 3034
2018
Q4 		$1K Buy
+38
New +$1.42K ﹤0.01% 1884

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Carson Wealth (CWM LLC)'s FBNC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Bancorp (FBNC) stake by 4.8% in Q1 2026, buying an estimated $1.54K and bringing the position to 585 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #4095.

Carson Wealth (CWM LLC) first reported a position in FBNC in Q4 2018 and has held it in 16 quarters since. 239 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 585 shares of First Bancorp worth $33K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 27 First Bancorp shares in Q1 2026, an estimated $1.54K.
  • First Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4095 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Bancorp in Q4 2018 and has held it in 16 quarters since.
  • 239 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.