First National Ownership | Who Owns First National?


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First National Ownership Summary


First National is owned by 36.14% institutional investors, 14.40% insiders, and 49.46% retail investors. Fourthstone is the largest institutional shareholder, holding 9.98% of FXNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.84% of its assets in First National shares.

FXNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFirst National36.14%14.40%49.46%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fourthstone625.65K9.98%$9.50M
Siena capital partners gp316.34K5.05%$4.81M
Petiole usa311.44K4.97%$4.73M
Vanguard group246.20K3.93%$3.74M
Cutler capital management202.78K3.23%$3.08M
Banc funds174.17K2.78%$2.65M
Graves light lenhart wealth65.64K1.05%$997.03K
Bridgeway capital management46.66K0.74%$708.76K
Geode capital management46.61K0.74%$708.24K
Commonwealth equity services36.28K0.58%$551.00K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Petiole usa311.44K3.97%$4.73M
Fourthstone625.65K3.03%$9.50M
Siena capital partners gp316.34K1.58%$4.81M
Cutler capital management202.78K1.20%$3.08M
Banc funds174.17K0.31%$2.65M
Graves light lenhart wealth65.64K0.11%$997.03K
De lisle partners llp25.39K0.08%$384.10K
Grace & white inc /ny10.48K0.03%$159.16K
Bridgeway capital management46.66K0.02%$708.76K
Rfg advisory19.02K0.01%$288.85K

Top Buyers

HolderShares% AssetsChange
Wealthcare advisory partners14.53K0.01%14.53K
Fourthstone625.65K3.03%5.00K
Cutler capital management202.78K1.20%1.73K
Dimensional fund advisors lp13.88K0.00%1.59K
Geode capital management46.61K0.00%1.14K

Top Sellers

HolderShares% AssetsChange
Northern trust---10.06K
Banc funds174.17K0.31%-7.96K
Susquehanna group, llp18.88K0.00%-2.76K
Citigroup1.91K--912.00
Ubs group---90.00

New Positions

HolderShares% AssetsChangeValue
Wealthcare advisory partners14.53K0.01%14.53K$220.68K

Sold Out

HolderChange
Qube research-2.00
Innealta capital-29.00
Tower research capital llc (trc)-30.00
Advisor group-53.00
Ubs group-90.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024297.41%2,272,2591.21%362.82%1330.00%4-33.33%
Jun 30, 202427-3.57%2,245,132-0.34%352.77%10-16.67%6-25.00%
Mar 31, 2024287.69%2,252,6927.93%353.23%12-29.41%8100.00%
Dec 31, 202326-2,087,200-0.89%332.96%17142.86%4-50.00%
Sep 30, 2023268.33%2,105,848-3.94%332.75%7-30.00%8100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv165.14K1.84%-
Vanguard Institutional Extnd Mkt Idx Tr76.80K0.86%-
VT De Lisle America B USD69.40K0.77%33.50K
Bridgeway Omni Small-Cap Value33.80K0.38%-
Bridgeway Omni Small-Cap Value N33.80K0.38%-
Fidelity Extended Market Index29.87K0.33%1.53K
EA Bridgeway Omni Small-Cap Value ETF13.86K0.15%15.00
iShares Micro-Cap ETF12.28K0.14%-
Fidelity Total Market Index8.74K0.10%-21.00
Northern Trust Extended Eq Market Idx4.66K0.07%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 04, 2024WILKINS III JAMES R-Buy$61.60
Jul 03, 2024Patel Kirtesh-Buy$116.70K
Jun 27, 2024WILKINS III JAMES R-Buy$7.50K
Jun 28, 2024WILKINS III JAMES R-Buy$481.60
Jun 26, 2024WILKINS III JAMES R-Buy$5.80K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q31-
2024 Q253-
2024 Q1--
2023 Q329-

FXNC Ownership FAQ


Who Owns First National?

First National shareholders are primarily institutional investors at 36.14%, followed by 14.40% insiders and 49.46% retail investors. The average institutional ownership in First National's industry, Regional Banks Stocks, is 51.67%, which First National falls below.

Who owns the most shares of First National?

First National’s largest shareholders are Fourthstone (625.65K shares, 9.98%), Siena capital partners gp (316.34K shares, 5.05%), and Petiole usa (311.44K shares, 4.97%). Together, they hold 19.99% of First National’s total shares outstanding.

Does Blackrock own First National?

BlackRock is not among the top 10 institutional shareholders of First National.

Who is First National’s biggest shareholder by percentage of total assets invested?

Petiole usa is First National’s biggest shareholder by percentage of total assets invested, with 3.97% of its assets in 311.44K First National shares, valued at 4.73M$.

Who is the top mutual fund holder of First National shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of First National shares, with 1.84% of its total shares outstanding invested in 165.14K First National shares.

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