Stifel Financial

Stifel Financial’s First Bancorp FBNC Stock Holding History

Stifel Financial’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	$312K	Buy	5,531 +261	+5%	+$14.9K	﹤0.01%	3159
2025 Q4	$268K	Hold	5,270	–	–	﹤0.01%	3229
2025 Q3	$279K	Sell	5,270 -239	-4%	-$12.2K	﹤0.01%	3161
2025 Q2	$243K	Buy	5,509 +189	+4%	+$7.66K	﹤0.01%	3163
2025 Q1	$214K	Buy	5,320 +400	+8%	+$16.9K	﹤0.01%	3161
2024 Q4	$216K	Hold	4,920	–	–	﹤0.01%	3135
2024 Q3	$205K	Buy	+4,920	New	+$196K	﹤0.01%	3136
2023 Q2	–	Sell	-6,153	Closed	-$219K	–	3345
2023 Q1	$219K	Buy	6,153 +85	+1%	+$3.38K	﹤0.01%	3001
2022 Q4	$260K	Sell	6,068 -20	-0.3%	-$876	﹤0.01%	2851
2022 Q3	$223K	Buy	+6,088	New	+$224K	﹤0.01%	2889
2019 Q1	–	Sell	-6,619	Closed	-$218K	–	2804
2018 Q4	$218K	Sell	6,619 -928	-12%	-$34.7K	﹤0.01%	2417
2018 Q3	$306K	Sell	7,547 -121	-2%	-$5.01K	﹤0.01%	2348
2018 Q2	$311K	Sell	7,668 -2,309	-23%	-$91.5K	﹤0.01%	2270
2018 Q1	$359K	Buy	9,977 +2,075	+26%	+$74.8K	﹤0.01%	2146
2017 Q4	$283K	Buy	+7,902	New	+$287K	﹤0.01%	2237

Other funds holding FBNC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

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

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM