Jones Financial Companies
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Jones Financial Companies’s First Bancorp FBNC Stock Holding History

Jones Financial Companies’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 		$529K Buy
9,591
+5,094
+113% +$290K ﹤0.01% 2014
2025
Q4 		$228K Buy
4,497
+298
+7% +$15.1K ﹤0.01% 1846
2025
Q3 		$223K Sell
4,199
-950
-18% -$48.7K ﹤0.01% 1741
2025
Q2 		$225K Buy
5,149
+3,666
+247% +$149K ﹤0.01% 1620
2025
Q1 		$59.8K Buy
1,483
+400
+37% +$16.9K ﹤0.01% 1989
2024
Q4 		$47.6K Hold
1,083
– – ﹤0.01% 1898
2024
Q3 		$44.7K Buy
+1,083
New +$43.1K ﹤0.01% 1683

Other funds holding FBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Jones Financial Companies's FBNC Position: Q1 2026 in Review

Jones Financial Companies increased its First Bancorp (FBNC) stake by 113% in Q1 2026, buying an estimated $290K and bringing the position to 9,591 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Jones Financial Companies first reported a position in FBNC in Q3 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

  • Jones Financial Companies held 9,591 shares of First Bancorp worth $529K as of Q1 2026.
  • Jones Financial Companies bought 5,094 First Bancorp shares in Q1 2026, an estimated $290K.
  • First Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2014 holding.
  • Jones Financial Companies first reported a position in First Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.