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Pinnacle Wealth Planning Services’s First Bancorp FBNC Stock Holding History

Pinnacle Wealth Planning Services’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 		$132K Buy
2,065
+7
+0.3% +$415 0.01% 729
2026
Q1 		$116K Buy
2,058
+55
+3% +$3.13K 0.01% 723
2025
Q4 		$102K Buy
+2,003
New +$102K 0.01% 780
2021
Q1 		– Sell
-1,173
Closed -$40K – 895
2020
Q4 		$40K Buy
+1,173
New +$34K 0.01% 890

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
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 Planning Services's FBNC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Bancorp (FBNC) stake by 0.34% in Q2 2026, buying an estimated $415 and bringing the position to 2,065 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #729.

Pinnacle Wealth Planning Services first reported a position in FBNC in Q4 2020 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,065 shares of First Bancorp worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 First Bancorp shares in Q2 2026, an estimated $415.
  • First Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #729 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.