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Plante Moran Financial Advisors’s First Bancorp FBNC Stock Holding History

Plante Moran Financial Advisors’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 		$256 Buy
+4
New +$237 ﹤0.01% 1364
2026
Q1 		– Sell
-893
Closed -$45.4K – 771
2025
Q4 		$45.4K Buy
893
+4
+0.4% +$203 ﹤0.01% 341
2025
Q3 		$47K Buy
+889
New +$45.6K ﹤0.01% 349

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Plante Moran Financial Advisors's FBNC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Bancorp (FBNC) in Q2 2026: 4 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FBNC as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in FBNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $47K in Q3 2025. 110 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of First Bancorp worth $256 as of Q2 2026.
  • First Bancorp was a new Plante Moran Financial Advisors position in Q2 2026.
  • First Bancorp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1364 holding.
  • Plante Moran Financial Advisors first reported a position in First Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's First Bancorp position peaked at $47K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.