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Summit Securities Group’s First Bancorp FBNC Stock Holding History

Summit Securities Group’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 		– Sell
-599
Closed -$33.8K – 1226
2026
Q1 		$33.8K Buy
+599
New +$34.1K ﹤0.01% 444

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

Summit Securities Group's FBNC Position: Q2 2026 in Review

Summit Securities Group sold out of First Bancorp (FBNC) in Q2 2026, closing a stake of 599 shares — an estimated $33.8K sold.

Summit Securities Group first reported a position in FBNC in Q1 2026 and held it in 1 quarter. The position peaked at $33.8K in Q1 2026. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Summit Securities Group reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 599 First Bancorp shares in Q2 2026, an estimated $33.8K.
  • Summit Securities Group first reported a position in First Bancorp in Q1 2026 and held it in 1 quarter.
  • Summit Securities Group's First Bancorp position peaked at $33.8K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.