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Concurrent Investment Advisors’s First Bancorp FBNC Stock Holding History

Concurrent Investment 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
2026
Q2 		$231K Sell
3,613
-60
-2% -$3.55K ﹤0.01% 1860
2026
Q1 		$207K Sell
3,673
-3,643
-50% -$208K ﹤0.01% 1729
2025
Q4 		$372K Buy
+7,316
New +$371K ﹤0.01% 1284
2024
Q1 		– Sell
-8,308
Closed -$307K – 953
2023
Q4 		$307K Buy
+8,308
New +$261K 0.01% 644

Other funds holding FBNC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Concurrent Investment Advisors's FBNC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Bancorp (FBNC) stake by 1.6% in Q2 2026, selling an estimated $3.55K and leaving 3,613 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Concurrent Investment Advisors first reported a position in FBNC in Q4 2023 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 66 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Concurrent Investment Advisors held 3,613 shares of First Bancorp worth $231K as of Q2 2026.
  • Concurrent Investment Advisors sold 60 First Bancorp shares in Q2 2026, an estimated $3.55K.
  • First Bancorp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1860 holding.
  • Concurrent Investment Advisors first reported a position in First Bancorp in Q4 2023 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's First Bancorp position peaked at $372K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.