IFP Advisors’s First Bancorp FBNC Stock Holding History

IFP 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 Q1	$1.18K	Hold	21	–	–	﹤0.01%	4152
2025 Q4	$1.07K	Hold	21	–	–	﹤0.01%	4056
2025 Q3	$1.11K	Buy	+21	New	+$1.08K	﹤0.01%	3918
2025 Q2	–	Hold	0	–	–	–	2914
2025 Q1	–	Hold	0	–	–	–	3669
2024 Q4	–	Hold	0	–	–	–	3690
2020 Q3	–	Sell	-85	Closed	-$1.82K	–	3199
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	2379
2020 Q1	$2K	Hold	85	–	–	﹤0.01%	2352
2019 Q4	$3K	Sell	85 -7	-8%	-$268	﹤0.01%	2368
2019 Q3	$3K	Buy	+92	New	+$3.3K	﹤0.01%	2529
2019 Q1	–	Sell	-3,034	Closed	-$99K	–	2687
2018 Q4	$99K	Sell	3,034 -1,092	-26%	-$40.8K	0.01%	1203
2018 Q3	$167K	Sell	4,126 -170	-4%	-$7.03K	0.01%	1176
2018 Q2	$176K	Buy	4,296 +610	+17%	+$24.2K	0.01%	1136
2018 Q1	$130K	Hold	3,686	–	–	0.01%	1225
2017 Q4	$130K	Buy	3,686 +164	+5%	+$5.95K	0.01%	1235
2017 Q3	$121K	Buy	3,522 +9	+0.3%	+$282	﹤0.01%	1435
2017 Q2	$110K	Buy	3,513 +2,512	+251%	+$74.3K	﹤0.01%	1480
2017 Q1	$29K	Buy	1,001 +501	+100%	+$14.6K	﹤0.01%	2260
2016 Q4	$14K	Buy	+500	New	+$11.5K	﹤0.01%	2697

Other funds holding FBNC

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM