EverSource Wealth Advisors’s First Bancorp FBNC Stock Holding History

EverSource Wealth 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	$12.7K	Sell	198 -458	-70%	-$27.1K	﹤0.01%	2758
2026 Q1	$37K	Sell	656 -72	-10%	-$4.1K	﹤0.01%	2107
2025 Q4	$37K	Buy	728 +8	+1%	+$406	﹤0.01%	1960
2025 Q3	$38.1K	Hold	720	–	–	﹤0.01%	1907
2025 Q2	$31.7K	Buy	720 +689	+2,223%	+$27.9K	﹤0.01%	1938
2025 Q1	$1.24K	Buy	31 +11	+55%	+$464	﹤0.01%	3147
2024 Q4	$880	Buy	20 +4	+25%	+$179	﹤0.01%	3007
2024 Q3	$665	Hold	16	–	–	﹤0.01%	2806
2024 Q2	$669	Buy	+16	New	+$509	﹤0.01%	2821
2023 Q2	–	Sell	-66	Closed	-$2.34K	–	2528
2023 Q1	$2.34K	Sell	66 -37	-36%	-$1.47K	﹤0.01%	1886
2022 Q4	$4.41K	Sell	103 -5	-5%	-$219	﹤0.01%	1655
2022 Q3	$4K	Sell	108 -154	-59%	-$5.67K	﹤0.01%	1430
2022 Q2	$9K	Sell	262 -65	-20%	-$2.43K	﹤0.01%	1065
2022 Q1	$14K	Hold	327	–	–	﹤0.01%	838
2021 Q4	$15K	Buy	+327	New	+$15.3K	﹤0.01%	796

Other funds holding FBNC

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 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

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's FBNC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its First Bancorp (FBNC) stake by 70% in Q2 2026, selling an estimated $27.1K and leaving 198 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

EverSource Wealth Advisors first reported a position in FBNC in Q4 2021 and has held it in 15 quarters since. The position peaked at $38.1K in Q3 2025. 86 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

EverSource Wealth Advisors held 198 shares of First Bancorp worth $12.7K as of Q2 2026.
EverSource Wealth Advisors sold 458 First Bancorp shares in Q2 2026, an estimated $27.1K.
First Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2758 holding.
EverSource Wealth Advisors first reported a position in First Bancorp in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's First Bancorp position peaked at $38.1K in Q3 2025.
86 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.