Concurrent Investment Advisors »

First Ban shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Ban (FBNC) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Ban

Tip: Access up to 7 years of quarterly data

All positions including First Ban held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Ban by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 8.3k 37.01

More positions owned by Concurrent Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Concurrent Investment Advisors

Top funds holding First Ban

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Captrust Financial Advisors
William Blair Investment Management
Jennison Associates
Victory Capital Management
Bank of New York Mellon
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Hsbc Holdings
Ubs Global Asset Management Americas
Principal Financial Group
Rockefeller Capital Management
Peregrine Capital Management

View all funds holding First Ban