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Pinnacle Wealth Management Advisory Group’s First Bancorp FBNC Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q2 		$370K Sell
5,795
-3,277
-36% -$194K 0.02% 357
2026
Q1 		$511K Sell
9,072
-1,118
-11% -$63.7K 0.03% 269
2025
Q4 		$518K Buy
+10,190
New +$517K 0.04% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Pinnacle Wealth Management Advisory Group's FBNC Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its First Bancorp (FBNC) stake by 36% in Q2 2026, selling an estimated $194K and leaving 5,795 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #357.

Pinnacle Wealth Management Advisory Group first reported a position in FBNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q4 2025. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,795 shares of First Bancorp worth $370K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 3,277 First Bancorp shares in Q2 2026, an estimated $194K.
  • First Bancorp made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #357 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in First Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's First Bancorp position peaked at $518K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.