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Steward Partners Investment Advisory’s First Community Bankshares FCBC Stock Holding History

Steward Partners Investment Advisory’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,449
Closed -$130K – 4163
2025
Q1 		$130K Buy
3,449
+194
+6% +$7.9K ﹤0.01% 1866
2024
Q4 		$136K Buy
3,255
+21
+0.6% +$925 ﹤0.01% 1820
2024
Q3 		$140K Buy
+3,234
New +$135K ﹤0.01% 1708

Other funds holding FCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's FCBC Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of First Community Bankshares (FCBC) in Q2 2025, closing a stake of 3,449 shares — an estimated $130K sold.

Steward Partners Investment Advisory first reported a position in FCBC in Q3 2024 and held it in 3 quarters. The position peaked at $140K in Q3 2024. 121 funds tracked by Wall St. Rank hold FCBC as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining First Community Bankshares position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,449 First Community Bankshares shares in Q2 2025, an estimated $130K.
  • Steward Partners Investment Advisory first reported a position in First Community Bankshares in Q3 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's First Community Bankshares position peaked at $140K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.