Wealth Enhancement Advisory Services
FBNC icon

Wealth Enhancement Advisory Services’s First Bancorp FBNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.75M Buy
27,433
+311
+1% +$18.4K ﹤0.01% 1668
2026
Q1 		$1.52M Sell
27,122
-229
-0.8% -$13.1K ﹤0.01% 1544
2025
Q4 		$1.43M Sell
27,351
-1,116
-4% -$56.6K ﹤0.01% 1729
2025
Q3 		$1.46M Buy
28,467
+137
+0.5% +$7.02K ﹤0.01% 1636
2025
Q2 		$1.34M Buy
28,330
+1,557
+6% +$63.1K ﹤0.01% 1577
2025
Q1 		$1.07M Buy
26,773
+70
+0.3% +$2.96K ﹤0.01% 1563
2024
Q4 		$1.17M Buy
26,703
+6,709
+34% +$300K ﹤0.01% 1454
2024
Q3 		$832K Buy
19,994
+347
+2% +$13.8K ﹤0.01% 1498
2024
Q2 		$627K Buy
19,647
+163
+0.8% +$5.18K ﹤0.01% 1500
2024
Q1 		$704K Buy
19,484
+105
+0.5% +$3.66K ﹤0.01% 1397
2023
Q4 		$717K Buy
19,379
+433
+2% +$13.6K ﹤0.01% 1311
2023
Q3 		$533K Buy
+18,946
New +$581K ﹤0.01% 1395

Other funds holding FBNC

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return