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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
Q2 		– Sell
-60
Closed -$3.38K – 1323
2026
Q1 		$3.38K Buy
+60
New +$3.42K ﹤0.01% 2101

Other funds holding FBNC

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State Street
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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

Root Financial Partners's FBNC Position: Q2 2026 in Review

Root Financial Partners sold out of First Bancorp (FBNC) in Q2 2026, closing a stake of 60 shares — an estimated $3.38K sold.

Root Financial Partners first reported a position in FBNC in Q1 2026 and held it in 1 quarter. The position peaked at $3.38K in Q1 2026. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Root Financial Partners reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 60 First Bancorp shares in Q2 2026, an estimated $3.38K.
  • Root Financial Partners first reported a position in First Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First Bancorp position peaked at $3.38K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.