GWM
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Gilpin Wealth Management’s First Bancorp FBNC Stock Holding History

Gilpin Wealth Management’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 		$184 Hold
3
– – ﹤0.01% 1149
2026
Q2 		$192 Hold
3
– – ﹤0.01% 930
2026
Q1 		$170 Hold
3
– – ﹤0.01% 886
2025
Q4 		$153 Buy
+3
New +$152 ﹤0.01% 728

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
Davenport & Co
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
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
First Citizens Bank & Trust
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

Gilpin Wealth Management's FBNC Position: Q3 2026 in Review

Gilpin Wealth Management held its First Bancorp (FBNC) position steady in Q3 2026 at 3 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Gilpin Wealth Management first reported a position in FBNC in Q4 2025 and has held it in 4 quarters since. The position peaked at $192 in Q2 2026. 21 funds tracked by Wall St. Rank hold FBNC as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of First Bancorp worth $184 as of Q3 2026.
  • Gilpin Wealth Management left its First Bancorp share count unchanged in Q3 2026.
  • First Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1149 holding.
  • Gilpin Wealth Management first reported a position in First Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's First Bancorp position peaked at $192 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.