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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
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 $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

Pinnacle Wealth Planning Services's FBNC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its First Bancorp (FBNC) stake by 2.7% in Q1 2026, buying an estimated $3.13K and bringing the position to 2,058 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #723.

Pinnacle Wealth Planning Services first reported a position in FBNC in Q4 2020 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,058 shares of First Bancorp worth $116K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 First Bancorp shares in Q1 2026, an estimated $3.13K.
  • First Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #723 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.