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First Ban shares owned by Modera Wealth Management

Quarter-by-quarter ownership of First Ban (FBNC) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in First Ban

Tip: Access up to 7 years of quarterly data

All positions including First Ban held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Ban by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $495k 13k 37.01
2023-09-30 $376k 13k 28.14
2023-06-30 $398k 13k 29.75

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Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Modera Wealth Management

Top funds holding First Ban

Vanguard Group
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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