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

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

Wealth Enhancement Advisory Services's FBNC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Bancorp (FBNC) stake by 1.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 27,433 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Wealth Enhancement Advisory Services first reported a position in FBNC in Q3 2023 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold FBNC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,433 shares of First Bancorp worth $1.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 311 First Bancorp shares in Q2 2026, an estimated $18.4K.
  • First Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1668 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.