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Wealthspire Advisors (New York)’s First Bancorp FBNC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-57
Closed -$3.02K – 1638
2025
Q3 		$3.02K Buy
+57
New +$2.92K ﹤0.01% 2482

Other funds holding FBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s FBNC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Bancorp (FBNC) in Q4 2025, closing a stake of 57 shares — an estimated $3.02K sold.

Wealthspire Advisors (New York) first reported a position in FBNC in Q3 2025 and held it in 1 quarter. The position peaked at $3.02K in Q3 2025. 229 funds tracked by Wall St. Rank hold FBNC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 57 First Bancorp shares in Q4 2025, an estimated $3.02K.
  • Wealthspire Advisors (New York) first reported a position in First Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Bancorp position peaked at $3.02K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held First Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.