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Fiduciary Alliance’s First Bancorp FBNC Stock Holding History

Fiduciary Alliance’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
Q3 		$610K Hold
9,975
– – 0.05% 285
2026
Q2 		$638K Hold
9,975
– – 0.04% 326
2026
Q1 		$581K Hold
9,975
– – 0.04% 346
2025
Q4 		$507K Hold
9,975
– – 0.03% 339
2025
Q3 		$528K Hold
9,975
– – 0.04% 338
2025
Q2 		$440K Buy
+9,975
New +$404K 0.03% 339

Other funds holding FBNC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fiduciary Alliance's FBNC Position: Q3 2026 in Review

Fiduciary Alliance held its First Bancorp (FBNC) position steady in Q3 2026 at 9,975 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #285.

Fiduciary Alliance first reported a position in FBNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $638K in Q2 2026. 17 funds tracked by Wall St. Rank hold FBNC as of Q3 2026.

  • Fiduciary Alliance held 9,975 shares of First Bancorp worth $610K as of Q3 2026.
  • Fiduciary Alliance left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #285 holding.
  • Fiduciary Alliance first reported a position in First Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Fiduciary Alliance's First Bancorp position peaked at $638K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.