First Carolina Financial Services FCBM Institutional Ownership

NYSE FCBM

$13.02 +0.05 (+0.39%)

As of: Oct 28, 2026 · 3:59 PM EDT

Institutions by Trading Activity

30 Institutions

Increased 30 100.0%

Unchanged 0 0.0%

Reduced 0 0.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

22.45%

Shares Held by Institutions

6.97Mn

of 31.07Mn outstanding

■0.00% QoQ

Shares Outstanding

31.07Mn

24.10Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

Net Shares Added (QoQ)

+6.97Mn

accumulated since last quarter

Value of Holdings

$90.38Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 10, 2026

First Carolina Financial Services, Inc. (NYSE:FCBM) was held by 30 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors owned 22.45% of First Carolina Financial Services' outstanding stock in Q2 2026.
Altogether, institutional holders owned 6.97Mn FCBM shares at the end of Q2 2026.
Banc Funds Co LLC held the largest position in FCBM at 1.34Mn shares as of June 30, 2026, or 4.31% of shares outstanding.
Per Business Quant, the top 10 investors in FCBM for the quarter ended June 30, 2026 were Banc Funds Co LLC (1.34Mn shares), Wellington Management Group LLP (1.18Mn shares), Mendon Capital Advisors Corp (700K shares), Curi Capital, LLC (642.7K shares), Endeavour Capital Advisors Inc (480K shares), Adage Capital Partners GP, L.L.C. (425K shares), Emerald Mutual Fund Advisers Trust (414.09K shares), Fourthstone LLC (377.23K shares), General American Investors Co Inc (207.61K shares) and AllianceBernstein L.P. (136K shares).

Form 13F Holdings

30 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.97Mn

Of outstanding 22.45%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BANC FUNDS CO LLC	0001029311	1,338,750	4.31%	▲1,338,750	0.00%	$17.73Mn
2	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,180,612	3.80%	▲1,180,612	0.00%	$15.63Mn
3	MENDON CAPITAL ADVISORS CORP	0001177043	700,000	2.25%	▲700,000	0.00%	$9.27Mn
4	Curi Capital, LLC	0001332905	642,700	2.07%	▲642,700	0.00%	$8.51Mn
5	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	480,000	1.54%	▲480,000	0.00%	$6.36Mn
6	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	425,000	1.37%	▲425,000	0.00%	$5.63Mn
7	EMERALD MUTUAL FUND ADVISERS TRUST	0001352895	414,090	1.33%	▲414,090	0.00%	$5.48Mn
8	Fourthstone LLC	0001767803	377,228	1.21%	▲377,228	0.00%	$4.99Mn
9	General American Investors Co Inc	0000040417	207,606	0.67%	▲207,606	0.00%	$2.75Mn
10	ALLIANCEBERNSTEIN L.P.	0001109448	136,000	0.44%	▲136,000	0.00%	$1.80Mn
11	ALGEBRIS (UK) LTD	0001700286	130,888	0.42%	▲130,888	0.00%	$1.73Mn
12	CITADEL ADVISORS LLC	0001423053	102,183	0.33%	▲102,183	0.00%	$1.35Mn
13	PMC FIG Opportunities LLC	0001899896	100,000	0.32%	▲100,000	0.00%	$1.32Mn
14	EMERALD ADVISERS, LLC	0001015083	94,236	0.30%	▲94,236	0.00%	$1.25Mn
15	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	75,336	0.24%	▲75,336	0.00%	$997.45K
16	BOOTHBAY FUND MANAGEMENT, LLC	0001549230	75,000	0.24%	▲75,000	0.00%	$993.00K
17	MILLENNIUM MANAGEMENT LLC	0001273087	70,188	0.23%	▲70,188	0.00%	$929.29K
18	Pacific Ridge Capital Partners, LLC	0001591546	52,286	0.17%	▲52,286	0.00%	$692.27K
19	Schonfeld Strategic Advisors LLC	0001665241	51,784	0.17%	▲51,784	0.00%	$685.62K
20	BlueCrest Capital Management Ltd	0001610880	50,000	0.16%	▲50,000	0.00%	$662.00K

Showing 1 to 20 of 30 holders