SageView Advisory Group’s First Bancorp FBNC Stock Holding History

SageView Advisory 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
2025 Q4	$322K	Sell	6,348 -66	-1%	-$3.35K	0.01%	463
2025 Q3	$339K	Sell	6,414 -35	-0.5%	-$1.79K	0.01%	479
2025 Q2	$333K	Sell	6,449 -394	-6%	-$16K	0.01%	470
2025 Q1	$275K	Buy	6,843 +540	+9%	+$22.8K	0.01%	492
2024 Q4	$277K	Hold	6,303	–	–	0.01%	481
2024 Q3	$262K	Buy	+6,303	New	+$251K	0.01%	432
2024 Q2	–	Sell	-25,336	Closed	-$943K	–	588
2024 Q1	$943K	Buy	+25,336	New	+$883K	0.05%	209
2023 Q2	–	Sell	-5,863	Closed	-$208K	–	547
2023 Q1	$208K	Buy	5,863 +108	+2%	+$4.29K	0.01%	448
2022 Q4	$247K	Buy	+5,755	New	+$252K	0.02%	361

Other funds holding FBNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's FBNC Position: Q4 2025 in Review

SageView Advisory Group reduced its First Bancorp (FBNC) stake by 1% in Q4 2025, selling an estimated $3.35K and leaving 6,348 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #463.

SageView Advisory Group first reported a position in FBNC in Q4 2022 and has held it in 9 quarters since. The position peaked at $943K in Q1 2024. 229 funds tracked by Wall St. Rank hold FBNC as of Q4 2025.

SageView Advisory Group held 6,348 shares of First Bancorp worth $322K as of Q4 2025.
SageView Advisory Group sold 66 First Bancorp shares in Q4 2025, an estimated $3.35K.
First Bancorp made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #463 holding.
SageView Advisory Group first reported a position in First Bancorp in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's First Bancorp position peaked at $943K in Q1 2024.
229 funds tracked by Wall St. Rank held First Bancorp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.