Northwestern Mutual Wealth Management
FBNC icon

Northwestern Mutual Wealth Management’s First Bancorp FBNC Stock Holding History

Northwestern Mutual 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
2025
Q3 		– Sell
-62
Closed -$2.73K – 3881
2025
Q2 		$2.73K Sell
62
-876
-93% -$35.5K ﹤0.01% 3174
2025
Q1 		$37.7K Buy
938
+876
+1,413% +$37K ﹤0.01% 2277
2024
Q4 		$2.73K Sell
62
-451
-88% -$20.2K ﹤0.01% 3105
2024
Q3 		$21.3K Hold
513
– – ﹤0.01% 2438
2024
Q2 		$16.4K Sell
513
-935
-65% -$29.7K ﹤0.01% 2469
2024
Q1 		$52.3K Buy
1,448
+935
+182% +$32.6K ﹤0.01% 2053
2023
Q4 		$19K Sell
513
-124
-19% -$3.89K ﹤0.01% 2420
2023
Q3 		$17.9K Sell
637
-192
-23% -$5.88K ﹤0.01% 2340
2023
Q2 		$24.7K Buy
829
+1
+0.1% +$32 ﹤0.01% 2245
2023
Q1 		$29.4K Hold
828
– – ﹤0.01% 2128
2022
Q4 		$35.5K Buy
828
+1
+0.1% +$44 ﹤0.01% 2028
2022
Q3 		$30K Buy
827
+121
+17% +$4.45K ﹤0.01% 2065
2022
Q2 		$25K Hold
706
– – ﹤0.01% 2150
2022
Q1 		$29K Hold
706
– – ﹤0.01% 2149
2021
Q4 		$32K Buy
+706
New +$33.1K ﹤0.01% 2146

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return