Principal Financial Group
FBNC icon

Principal Financial Group’s First Bancorp FBNC Stock Holding History

Principal Financial 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 		$16.2M Buy
252,670
+2,643
+1% +$157K 0.01% 1139
2026
Q1 		$14.1M Buy
250,027
+52,451
+27% +$2.99M 0.01% 1124
2025
Q4 		$10M Sell
197,576
-2,546
-1% -$129K 0.01% 1318
2025
Q3 		$10.6M Sell
200,122
-5,181
-3% -$265K 0.01% 1259
2025
Q2 		$9.05M Sell
205,303
-527
-0.3% -$21.4K ﹤0.01% 1311
2025
Q1 		$8.26M Buy
205,830
+5,409
+3% +$228K ﹤0.01% 1359
2024
Q4 		$8.81M Buy
200,421
+5,893
+3% +$263K ﹤0.01% 1351
2024
Q3 		$8.09M Sell
194,528
-8,444
-4% -$336K ﹤0.01% 1379
2024
Q2 		$6.48M Sell
202,972
-10,305
-5% -$328K ﹤0.01% 1464
2024
Q1 		$7.7M Sell
213,277
-15,915
-7% -$555K ﹤0.01% 1425
2023
Q4 		$8.48M Sell
229,192
-3,524
-2% -$111K 0.01% 1371
2023
Q3 		$6.55M Sell
232,716
-7,530
-3% -$231K ﹤0.01% 1425
2023
Q2 		$7.15M Sell
240,246
-15,454
-6% -$489K ﹤0.01% 1400
2023
Q1 		$9.08M Buy
255,700
+25,173
+11% +$1M 0.01% 1307
2022
Q4 		$9.88M Buy
230,527
+10,540
+5% +$462K 0.01% 1242
2022
Q3 		$8.05M Buy
219,987
+6,283
+3% +$231K 0.01% 1304
2022
Q2 		$7.46M Sell
213,704
-14,730
-6% -$550K 0.01% 1403
2022
Q1 		$9.54M Sell
228,434
-1,750
-0.8% -$78.1K 0.01% 1402
2021
Q4 		$10.5M Buy
230,184
+35,548
+18% +$1.67M 0.01% 1365
2021
Q3 		$8.37M Sell
194,636
-2,605
-1% -$106K 0.01% 1489
2021
Q2 		$8.07M Buy
197,241
+1,404
+0.7% +$60.6K 0.01% 1526
2021
Q1 		$8.52M Sell
195,837
-1,114
-0.6% -$44.3K 0.01% 1464
2020
Q4 		$6.66M Buy
+196,951
New +$5.71M ﹤0.01% 1451
2018
Q3 		– Sell
-5,000
Closed -$205K – 2300
2018
Q2 		$205K Buy
+5,000
New +$198K ﹤0.01% 2164

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

Principal Financial Group's FBNC Position: Q2 2026 in Review

Principal Financial Group increased its First Bancorp (FBNC) stake by 1.1% in Q2 2026, buying an estimated $157K and bringing the position to 252,670 shares worth $16.2M. The position accounts for 0.01% of the portfolio, ranked #1139.

Principal Financial Group first reported a position in FBNC in Q2 2018 and has held it in 24 quarters since. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Principal Financial Group held 252,670 shares of First Bancorp worth $16.2M as of Q2 2026.
  • Principal Financial Group bought 2,643 First Bancorp shares in Q2 2026, an estimated $157K.
  • First Bancorp made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1139 holding.
  • Principal Financial Group first reported a position in First Bancorp in Q2 2018 and has held it in 24 quarters since.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.