True Wealth Design’s First Bancorp FBNC Stock Holding History

True Wealth Design’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	-18	Closed	-$1.01K	–	2733
2026 Q1	$1.01K	Hold	18	–	–	﹤0.01%	1800
2025 Q4	$915	Hold	18	–	–	﹤0.01%	1737
2025 Q3	$953	Hold	18	–	–	﹤0.01%	1764
2025 Q2	$794	Hold	18	–	–	﹤0.01%	1562
2025 Q1	$723	Buy	+18	New	+$760	﹤0.01%	1398

Other funds holding FBNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

True Wealth Design's FBNC Position: Q2 2026 in Review

True Wealth Design sold out of First Bancorp (FBNC) in Q2 2026, closing a stake of 18 shares — an estimated $1.01K sold.

True Wealth Design first reported a position in FBNC in Q1 2025 and held it in 5 quarters. The position peaked at $1.01K in Q1 2026. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

True Wealth Design reported no remaining First Bancorp position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 18 First Bancorp shares in Q2 2026, an estimated $1.01K.
True Wealth Design first reported a position in First Bancorp in Q1 2025 and held it in 5 quarters.
True Wealth Design's First Bancorp position peaked at $1.01K in Q1 2026.
240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.