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First Carolina Financial Services (FCBM): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

4 concentrated managers hold it (+4 vs last quarter) with a median weight of 0.7%. 1 officer or director bought in 6 months.

Who owns First Carolina Financial Services?

As of Jun 30, 2026, the largest holders reported on Form 13F were Banc Funds (1.3 million shares), Wellington Management Group LLP (1.2 million shares) and Mendon Capital Advisors (700,000 shares).

Which institutions hold the most First Carolina Financial Services shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Banc Funds: 1.3 million shares
  2. 2. Wellington Management Group LLP: 1.2 million shares
  3. 3. Mendon Capital Advisors: 700,000 shares
  4. 4. Curi Capital: 642,700 shares
  5. 5. Endeavour Capital Advisors: 480,000 shares
  6. 6. Adage Capital Partners Gp, L.l.c: 425,000 shares
  7. 7. Emerald Mutual Fund Advisers Trust: 414,090 shares
  8. 8. Fourthstone: 377,228 shares
  9. 9. General American Investors: 207,606 shares
  10. 10. Alliancebernstein: 136,000 shares

Sources:All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
4
All 13F: 31
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$13.24
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 4): 4 opened · 0 exited = +4

Net flow in the quarter: +$20.1M (+1.5 M shares) · bought $20.1M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of FCBM (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
1
Amount (6 m)
$1.3K
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

Flagged material events (8-K)

  • Sep 18, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «First Carolina Financial Services Announces CFO Retirement»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Financials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Financials →

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