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Foster Victor Wealth Advisors’s First Bancorp FBNC Stock Holding History

Foster Victor 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
2025
Q1 		– Sell
-12,995
Closed -$574K – 198
2024
Q4 		$574K Hold
12,995
– – 0.04% 127
2024
Q3 		$538K Hold
12,995
– – 0.04% 126
2024
Q2 		$493K Hold
12,995
– – 0.04% 131
2024
Q1 		$425K Hold
12,995
– – 0.04% 120
2023
Q4 		$471K Hold
12,995
– – 0.05% 117
2023
Q3 		$363K Hold
12,995
– – 0.04% 117
2023
Q2 		$391K Buy
+12,995
New +$411K 0.04% 115

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Foster Victor Wealth Advisors's FBNC Position: Q1 2025 in Review

Foster Victor Wealth Advisors sold out of First Bancorp (FBNC) in Q1 2025, closing a stake of 12,995 shares — an estimated $574K sold.

Foster Victor Wealth Advisors first reported a position in FBNC in Q2 2023 and held it in 7 quarters. The position peaked at $574K in Q4 2024. 203 funds tracked by Wall St. Rank hold FBNC as of Q1 2025.

  • Foster Victor Wealth Advisors reported no remaining First Bancorp position as of Q1 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 12,995 First Bancorp shares in Q1 2025, an estimated $574K.
  • Foster Victor Wealth Advisors first reported a position in First Bancorp in Q2 2023 and held it in 7 quarters.
  • Foster Victor Wealth Advisors's First Bancorp position peaked at $574K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held First Bancorp as of Q1 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.