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Modera Wealth Management’s First Bancorp FBNC Stock Holding History

Modera 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
Q1 		$689K Hold
12,227
– – 0.01% 384
2025
Q4 		$621K Sell
12,227
-207
-2% -$10.5K 0.01% 417
2025
Q3 		$658K Hold
12,434
– – 0.01% 410
2025
Q2 		$548K Hold
12,434
– – 0.01% 429
2025
Q1 		$499K Hold
12,434
– – 0.01% 438
2024
Q4 		$547K Hold
12,434
– – 0.01% 418
2024
Q3 		$517K Sell
12,434
-169
-1% -$6.72K 0.01% 409
2024
Q2 		$402K Sell
12,603
-765
-6% -$24.3K 0.01% 427
2024
Q1 		$483K Hold
13,368
– – 0.01% 393
2023
Q4 		$495K Sell
13,368
-8
-0.1% -$251 0.01% 379
2023
Q3 		$376K Buy
13,376
+8
+0.1% +$245 0.01% 403
2023
Q2 		$398K Buy
+13,368
New +$423K 0.01% 417

Other funds holding FBNC

BlackRock
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
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 $431B 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