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
2026 Q2	$375K	Sell	5,870 -450	-7%	-$26.6K	0.01%	428
2026 Q1	$356K	Sell	6,320 -28	-0.4%	-$1.6K	0.01%	423
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

SageView Advisory Group's FBNC Position: Q2 2026 in Review

SageView Advisory Group reduced its First Bancorp (FBNC) stake by 7.1% in Q2 2026, selling an estimated $26.6K and leaving 5,870 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #428.

SageView Advisory Group first reported a position in FBNC in Q4 2022 and has held it in 11 quarters since. The position peaked at $943K in Q1 2024. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

SageView Advisory Group held 5,870 shares of First Bancorp worth $375K as of Q2 2026.
SageView Advisory Group sold 450 First Bancorp shares in Q2 2026, an estimated $26.6K.
First Bancorp made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #428 holding.
SageView Advisory Group first reported a position in First Bancorp in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's First Bancorp position peaked at $943K in Q1 2024.
240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.