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Independent Advisor Alliance’s First Bancorp FBNC Stock Holding History

Independent Advisor 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
Q1 		– Sell
-8,887
Closed -$451K – 1620
2025
Q4 		$451K Sell
8,887
-178
-2% -$9.02K 0.01% 676
2025
Q3 		$479K Buy
9,065
+77
+0.9% +$3.94K 0.01% 632
2025
Q2 		$396K Buy
8,988
+8
+0.1% +$324 0.01% 657
2025
Q1 		$360K Sell
8,980
-148
-2% -$6.25K 0.01% 606
2024
Q4 		$401K Sell
9,128
-489
-5% -$21.8K 0.01% 1023
2024
Q3 		$400K Sell
9,617
-545
-5% -$21.7K 0.01% 504
2024
Q2 		$324K Sell
10,162
-737
-7% -$23.4K 0.01% 551
2024
Q1 		$394K Buy
10,899
+1,000
+10% +$34.9K 0.01% 505
2023
Q4 		$366K Sell
9,899
-350
-3% -$11K 0.01% 499
2023
Q3 		$288K Sell
10,249
-757
-7% -$23.2K 0.01% 525
2023
Q2 		$327K Sell
11,006
-154
-1% -$4.87K 0.01% 513
2023
Q1 		$396K Buy
+11,160
New +$444K 0.02% 466
2022
Q4 		– Sell
-9,017
Closed -$330K – 494
2022
Q3 		$330K Sell
9,017
-2,236
-20% -$82.2K 0.02% 461
2022
Q2 		$393K Sell
11,253
-3,689
-25% -$138K 0.02% 429
2022
Q1 		$624K Buy
14,942
+1,854
+14% +$82.8K 0.03% 352
2021
Q4 		$598K Buy
+13,088
New +$613K 0.03% 352
2018
Q4 		– Sell
-14,182
Closed -$387K – 423
2018
Q3 		$387K Sell
14,182
-10,370
-42% -$429K 0.07% 225
2018
Q2 		$402K Sell
24,552
-775
-3% -$30.7K 0.08% 208
2018
Q1 		$889K Buy
25,327
+15,000
+145% +$541K 0.2% 126
2017
Q4 		$368K Buy
10,327
+327
+3% +$11.9K 0.08% 218
2017
Q3 		$355K Buy
10,000
+397
+4% +$12.5K 0.1% 182
2017
Q2 		$299K Buy
+9,603
New +$284K 0.1% 185

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Independent Advisor Alliance's FBNC Position: Q1 2026 in Review

Independent Advisor Alliance sold out of First Bancorp (FBNC) in Q1 2026, closing a stake of 8,887 shares — an estimated $451K sold.

Independent Advisor Alliance first reported a position in FBNC in Q2 2017 and held it in 22 quarters. The position peaked at $889K in Q1 2018. 239 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

  • Independent Advisor Alliance reported no remaining First Bancorp position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,887 First Bancorp shares in Q1 2026, an estimated $451K.
  • Independent Advisor Alliance first reported a position in First Bancorp in Q2 2017 and held it in 22 quarters.
  • Independent Advisor Alliance's First Bancorp position peaked at $889K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.