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WHG
Westwood Holdings Group’s
First Bancorp
FBNC
Stock Holding History
Westwood Holdings Group’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
Q1
$72.4M
Sell
1,285,239
-102,517
-7%
-$5.84M
0.53%
49
2025
Q4
$70.5M
Buy
1,387,756
+211
+0%
+$10.7K
0.57%
54
2025
Q3
$73.4M
Sell
1,387,545
-353,918
-20%
-$18.1M
0.52%
65
2025
Q2
$76.8M
Buy
1,741,463
+1,726,258
+11,353%
+$69.9M
0.55%
59
2025
Q1
$610K
Sell
15,205
-4,663
-23%
-$197K
﹤0.01%
380
2024
Q4
$874K
Sell
19,868
-479
-2%
-$21.4K
0.01%
380
2024
Q3
$846K
Sell
20,347
-693
-3%
-$27.6K
﹤0.01%
372
2024
Q2
$672K
Sell
21,040
-1,807,266
-99%
-$57.5M
﹤0.01%
367
2024
Q1
$66M
Buy
1,828,306
+6,907
+0.4%
+$241K
0.52%
82
2023
Q4
$67.4M
Sell
1,821,399
-176,265
-9%
-$5.53M
0.57%
70
2023
Q3
$56.2M
Buy
1,997,664
+125,343
+7%
+$3.84M
0.52%
84
2023
Q2
$55.7M
Buy
1,872,321
+282,235
+18%
+$8.92M
0.5%
93
2023
Q1
$56.5M
Buy
1,590,086
+915,566
+136%
+$36.4M
0.51%
87
2022
Q4
$28.9M
Buy
+674,520
New
+$29.6M
0.25%
129
Other funds holding FBNC
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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