Global Retirement Partners’s First Community Bankshares FCBC Stock Holding History

Global Retirement Partners’s Portfolio FCBC Stock Details FCBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$18.1K	Buy	537 +5	+0.9%	+$167	﹤0.01%	2905
2025 Q3	$18.5K	Buy	532 +5	+0.9%	+$189	﹤0.01%	2442
2025 Q2	$20.7K	Buy	+527	New	+$20.1K	﹤0.01%	2273
2024 Q4	$20.6K	Buy	494 +4	+0.8%	+$176	﹤0.01%	2069
2024 Q3	$21.2K	Buy	490 +3	+0.6%	+$125	﹤0.01%	1962
2024 Q2	$17.9K	Buy	487 +4	+0.8%	+$136	﹤0.01%	2043
2024 Q1	$16.7K	Buy	483 +5	+1%	+$170	﹤0.01%	1887
2023 Q4	$16.4K	Buy	478 +4	+0.8%	+$134	﹤0.01%	1857
2023 Q3	$14.1K	Buy	474 +4	+0.9%	+$126	﹤0.01%	1811
2023 Q2	$14K	Buy	470 +5	+1%	+$131	﹤0.01%	1836
2023 Q1	$11K	Buy	+465	New	+$14.3K	﹤0.01%	1888

Other funds holding FCBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return