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Root Financial Partners’s First Bancorp FBNC Stock Holding History

Root Financial Partners’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 		$3.38K Buy
+60
New +$3.42K ﹤0.01% 2101

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

Root Financial Partners's FBNC Position: Q1 2026 in Review

Root Financial Partners opened a new position in First Bancorp (FBNC) in Q1 2026: 60 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #2101 among its holdings.

238 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

  • Root Financial Partners held 60 shares of First Bancorp worth $3.38K as of Q1 2026.
  • First Bancorp was a new Root Financial Partners position in Q1 2026.
  • First Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2101 holding.
  • 238 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.