Stifel Financial
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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
Q2 		$383K Buy
5,992
+461
+8% +$27.3K ﹤0.01% 3139
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Stifel Financial's FBNC Position: Q2 2026 in Review

Stifel Financial increased its First Bancorp (FBNC) stake by 8.3% in Q2 2026, buying an estimated $27.3K and bringing the position to 5,992 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Stifel Financial first reported a position in FBNC in Q4 2017 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Stifel Financial held 5,992 shares of First Bancorp worth $383K as of Q2 2026.
  • Stifel Financial bought 461 First Bancorp shares in Q2 2026, an estimated $27.3K.
  • First Bancorp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3139 holding.
  • Stifel Financial first reported a position in First Bancorp in Q4 2017 and has held it in 16 quarters since.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.