Smith Salley Wealth Management’s First Bancorp FBNC Stock Holding History

Smith Salley Wealth Management’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	$7.07M	Hold	110,644	–	–	0.31%	68
2026 Q1	$6.23M	Hold	110,644	–	–	0.31%	65
2025 Q4	$5.62M	Hold	110,644	–	–	0.28%	68
2025 Q3	$5.85M	Sell	110,644 -1,000	-0.9%	-$51.2K	0.3%	63
2025 Q2	$4.92M	Hold	111,644	–	–	0.28%	63
2025 Q1	$4.48M	Hold	111,644	–	–	0.29%	60
2024 Q4	$4.91M	Sell	111,644 -128	-0.1%	-$5.72K	0.32%	60
2024 Q3	$4.65M	Hold	111,772	–	–	0.3%	61
2024 Q2	$3.57M	Buy	+111,772	New	+$3.55M	0.26%	72
2024 Q1	–	Sell	-113,742	Closed	-$4.21M	–	231
2023 Q4	$4.21M	Sell	113,742 -152	-0.1%	-$4.77K	0.27%	67
2023 Q3	$3.2M	Hold	113,894	–	–	0.24%	74
2023 Q2	$3.39M	Hold	113,894	–	–	0.25%	73
2023 Q1	$4.05M	Hold	113,894	–	–	0.32%	67
2022 Q4	$4.88M	Hold	113,894	–	–	0.42%	60
2022 Q3	$4.17M	Hold	113,894	–	–	0.39%	66
2022 Q2	$3.97M	Hold	113,894	–	–	0.34%	68
2022 Q1	$4.76M	Hold	113,894	–	–	0.36%	64
2021 Q4	$5.21M	Hold	113,894	–	–	0.37%	63
2021 Q3	$4.9M	Hold	113,894	–	–	0.39%	64
2021 Q2	$4.66M	Hold	113,894	–	–	0.38%	64
2021 Q1	$4.96M	Hold	113,894	–	–	0.44%	59
2020 Q4	$3.85M	Hold	113,894	–	–	0.39%	61
2020 Q3	$2.38M	Sell	113,894 -106	-0.1%	-$2.27K	0.29%	74
2020 Q2	$2.86M	Hold	114,000	–	–	0.38%	67
2020 Q1	$2.63M	Hold	114,000	–	–	0.44%	64
2019 Q4	$4.55M	Hold	114,000	–	–	0.6%	53
2019 Q3	$4.09M	Hold	114,000	–	–	0.58%	57
2019 Q2	$4.15M	Hold	114,000	–	–	0.63%	54
2019 Q1	$3.96M	Hold	114,000	–	–	0.64%	55
2018 Q4	$3.72M	Hold	114,000	–	–	0.69%	54
2018 Q3	$4.62M	Buy	114,000 +1,000	+0.9%	+$41.4K	0.73%	49
2018 Q2	$4.62M	Buy	113,000 +106	+0.1%	+$4.2K	0.79%	48
2018 Q1	$4.02M	Hold	112,894	–	–	0.72%	52
2017 Q4	$3.98M	Hold	112,894	–	–	0.71%	56
2017 Q3	$3.88M	Hold	112,894	–	–	0.74%	54
2017 Q2	$3.53M	Buy	+112,894	New	+$3.34M	0.71%	54

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

Smith Salley Wealth Management's FBNC Position: Q2 2026 in Review

Smith Salley Wealth Management held its First Bancorp (FBNC) position steady in Q2 2026 at 110,644 shares worth $7.07M. The position accounts for 0.31% of the portfolio, ranked #68.

Smith Salley Wealth Management first reported a position in FBNC in Q2 2017 and has held it in 36 quarters since. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

Smith Salley Wealth Management held 110,644 shares of First Bancorp worth $7.07M as of Q2 2026.
Smith Salley Wealth Management left its First Bancorp share count unchanged in Q2 2026.
First Bancorp made up 0.31% of Smith Salley Wealth Management's portfolio in Q2 2026, its #68 holding.
Smith Salley Wealth Management first reported a position in First Bancorp in Q2 2017 and has held it in 36 quarters since.
240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.