Position in FBNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$789,599
+$100,608 QoQ
Shares Held
12,351
+1.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#108
of 241 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FBNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Modera Wealth Management, LLC holds $51,733,019 across 12 Banks - Regional names. FBNC ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
143,716 | $35,385,753 | |
| 2 | TFC |
Truist Financial Corp
|
220,034 | $10,962,093 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
72,198 | $1,280,070 | |
| 4 | WSFS |
Wsfs Financial Corp
|
10,373 | $795,920 | |
| 5 | FBNC |
First Bancorp /Nc/
This page
|
12,351 | $789,599 | |
| 6 | USB |
US Bancorp \De\
|
10,965 | $662,286 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
8,200 | $589,252 | |
| 8 | FCF |
First Commonwealth Financial Corp /Pa/
|
16,833 | $342,214 |
All Filings in FBNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,599 | 12,351 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $688,991 | 12,227 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $621,009 | 12,227 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $657,634 | 12,434 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $548,215 | 12,434 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $499,100 | 12,434 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $546,722 | 12,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $517,130 | 12,434 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $402,287 | 12,603 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $482,852 | 13,368 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $494,749 | 13,368 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $376,400 | 13,376 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $397,698 | 13,368 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||