Steward Partners Investment Advisory’s First Bancorp FBNC Stock Holding History

Steward Partners Investment Advisory’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 Q1	$46.2K	Buy	821 +2	+0.2%	+$114	﹤0.01%	2823
2025 Q4	$41.6K	Buy	819 +381	+87%	+$19.3K	﹤0.01%	2771
2025 Q3	$23.2K	Buy	438 +2	+0.5%	+$102	﹤0.01%	3024
2025 Q2	$19.2K	Buy	436 +2	+0.5%	+$81	﹤0.01%	2939
2025 Q1	$17.4K	Buy	434 +3	+0.7%	+$127	﹤0.01%	2869
2024 Q4	$19K	Buy	431 +2	+0.5%	+$89	﹤0.01%	2828
2024 Q3	$17.9K	Buy	429 +2	+0.5%	+$80	﹤0.01%	2708
2024 Q2	$13.6K	Buy	427 +3	+0.7%	+$95	﹤0.01%	2683
2024 Q1	$15.3K	Buy	424 +3	+0.7%	+$105	﹤0.01%	2637
2023 Q4	$15.6K	Buy	421 +3	+0.7%	+$94	﹤0.01%	2518
2023 Q3	$11.8K	Buy	418 +3	+0.7%	+$92	﹤0.01%	2530
2023 Q2	$12.4K	Buy	415 +2	+0.5%	+$63	﹤0.01%	2498
2023 Q1	$14.7K	Buy	413 +3	+0.7%	+$119	﹤0.01%	2384
2022 Q4	$17.6K	Buy	410 +2	+0.5%	+$88	﹤0.01%	2295
2022 Q3	$15K	Buy	408 +2	+0.5%	+$74	﹤0.01%	2343
2022 Q2	$14K	Buy	406 +3	+0.7%	+$112	﹤0.01%	2378
2022 Q1	$17K	Sell	403 -299	-43%	-$13.3K	﹤0.01%	2445
2021 Q4	$32K	Buy	702 +2	+0.3%	+$94	﹤0.01%	2104
2021 Q3	$30K	Buy	+700	New	+$28.5K	﹤0.01%	2128

Other funds holding FBNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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 $58.4B AUM

Steward Partners Investment Advisory's FBNC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Bancorp (FBNC) stake by 0.24% in Q1 2026, buying an estimated $114 and bringing the position to 821 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Steward Partners Investment Advisory first reported a position in FBNC in Q3 2021 and has held it in 19 quarters since. 239 funds tracked by Wall St. Rank hold FBNC as of Q1 2026.

Steward Partners Investment Advisory held 821 shares of First Bancorp worth $46.2K as of Q1 2026.
Steward Partners Investment Advisory bought 2 First Bancorp shares in Q1 2026, an estimated $114.
First Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2823 holding.
Steward Partners Investment Advisory first reported a position in First Bancorp in Q3 2021 and has held it in 19 quarters since.
239 funds tracked by Wall St. Rank held First Bancorp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.