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
Q3 		$2.32M Buy
38,864
+11,431
+42% +$731K ﹤0.01% 1565
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBNC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Bancorp (FBNC) stake by 42% in Q3 2026, buying an estimated $731K and bringing the position to 38,864 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Wealth Enhancement Advisory Services first reported a position in FBNC in Q3 2023 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold FBNC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 38,864 shares of First Bancorp worth $2.32M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,431 First Bancorp shares in Q3 2026, an estimated $731K.
  • First Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1565 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Bancorp in Q3 2023 and has held it in 13 quarters since.
  • 14 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.