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Summit Global Investments’s First Bancorp FBNC Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-5,057
Closed -$223K – 488
2025
Q2 		$223K Buy
+5,057
New +$205K 0.01% 432
2023
Q1 		– Sell
-18,274
Closed -$783K – 527
2022
Q4 		$783K Buy
18,274
+7,974
+77% +$349K 0.07% 238
2022
Q3 		$377K Hold
10,300
– – 0.03% 370
2022
Q2 		$359K Buy
+10,300
New +$384K 0.03% 374

Other funds holding FBNC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's FBNC Position: Q3 2025 in Review

Summit Global Investments sold out of First Bancorp (FBNC) in Q3 2025, closing a stake of 5,057 shares — an estimated $223K sold.

Summit Global Investments first reported a position in FBNC in Q2 2022 and held it in 4 quarters. The position peaked at $783K in Q4 2022. 211 funds tracked by Wall St. Rank hold FBNC as of Q3 2025.

  • Summit Global Investments reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 5,057 First Bancorp shares in Q3 2025, an estimated $223K.
  • Summit Global Investments first reported a position in First Bancorp in Q2 2022 and held it in 4 quarters.
  • Summit Global Investments's First Bancorp position peaked at $783K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.