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Rothschild Investment LLC’s First Bancorp FBNC Stock Holding History

Rothschild Investment LLC’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 		$4.6K Hold
72
– – ﹤0.01% 2326
2026
Q1 		$4.06K Hold
72
– – ﹤0.01% 2168
2025
Q4 		$3.66K Buy
72
+2
+3% +$101 ﹤0.01% 2054
2025
Q3 		$3.7K Buy
70
+5
+8% +$256 ﹤0.01% 1852
2025
Q2 		$2.87K Hold
65
– – ﹤0.01% 1818
2025
Q1 		$2.61K Buy
65
+5
+8% +$211 ﹤0.01% 1739
2024
Q4 		$2.64K Buy
60
+20
+50% +$894 ﹤0.01% 1642
2024
Q3 		$1.66K Buy
40
+25
+167% +$995 ﹤0.01% 1826
2024
Q2 		$479 Buy
15
+10
+200% +$318 ﹤0.01% 2047
2024
Q1 		$181 Buy
+5
New +$174 ﹤0.01% 1795

Other funds holding FBNC

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
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's FBNC Position: Q2 2026 in Review

Rothschild Investment LLC held its First Bancorp (FBNC) position steady in Q2 2026 at 72 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Rothschild Investment LLC first reported a position in FBNC in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Rothschild Investment LLC held 72 shares of First Bancorp worth $4.6K as of Q2 2026.
  • Rothschild Investment LLC left its First Bancorp share count unchanged in Q2 2026.
  • First Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2326 holding.
  • Rothschild Investment LLC first reported a position in First Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.