Root Financial Partners
FBNC icon

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
Q3 		$6.11K Buy
+100
New +$6.4K ﹤0.01% 2147
2026
Q2 		– Sell
-60
Closed -$3.38K – 1323
2026
Q1 		$3.38K Buy
+60
New +$3.42K ﹤0.01% 2101

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's FBNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Bancorp (FBNC) in Q3 2026: 100 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBNC as recently as Q1 2026.

Root Financial Partners first reported a position in FBNC in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold FBNC as of Q3 2026.

  • Root Financial Partners held 100 shares of First Bancorp worth $6.11K as of Q3 2026.
  • First Bancorp was a new Root Financial Partners position in Q3 2026.
  • First Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2147 holding.
  • Root Financial Partners first reported a position in First Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.