First Carolina Financial Services, Inc. (FCBM) Institutional Ownership Changes & 13F Activity
First Carolina Financial Services, Inc. (FCBM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Banc Funds Co Llc, Wellington Management Group Llp, Mendon Capital Advisors Corp, Curi Capital, Llc, and Endeavour Capital Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +102,183 | — | 102,183 | $1.35M | Q2 2026 | Sep 02, 2026 |
| Wellington Management Group Llp | Buy | +1,180,612 | — | 1,180,612 | $15.63M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +642,700 | — | 642,700 | $8.51M | Q2 2026 | Aug 14, 2026 |
| Adage Capital Partners Gp, L.L.C. | Buy | +425,000 | — | 425,000 | $5.63M | Q2 2026 | Aug 14, 2026 |
| Fourthstone Llc | Buy | +377,228 | — | 377,228 | $4.99M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +136,000 | — | 136,000 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Pmc Fig Opportunities Llc | Buy | +100,000 | — | 100,000 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Buy | +75,336 | — | 75,336 | $997.45K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +75,000 | — | 75,000 | $993.00K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +70,188 | — | 70,188 | $929.29K | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +51,784 | — | 51,784 | $685.62K | Q2 2026 | Aug 14, 2026 |
| Bluecrest Capital Management Ltd | Buy | +50,000 | — | 50,000 | $662.00K | Q2 2026 | Aug 14, 2026 |
| Siena Capital Partners Gp, Llc | Buy | +45,800 | — | 45,800 | $605.93K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +36,443 | — | 36,443 | $482.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +27,530 | — | 27,530 | $364.50K | Q2 2026 | Aug 14, 2026 |
| Mink Brook Asset Management Llc | Buy | +26,733 | — | 26,733 | $353.94K | Q2 2026 | Aug 14, 2026 |
| Oxford Asset Management Llp | Buy | +12,830 | — | 12,830 | $169.87K | Q2 2026 | Aug 14, 2026 |
| Gillson Capital Lp | Buy | +9,500 | — | 9,500 | $126.00K | Q2 2026 | Aug 14, 2026 |
| Banc Funds Co Llc | Buy | +1,338,750 | — | 1,338,750 | $17.73M | Q2 2026 | Aug 13, 2026 |
| Pacific Ridge Capital Partners, Llc | Buy | +52,286 | — | 52,286 | $692.27K | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, Llc | Buy | +11,099 | — | 11,099 | $146.95K | Q2 2026 | Aug 12, 2026 |
| Mendon Capital Advisors Corp | Buy | +700,000 | — | 700,000 | $9.27M | Q2 2026 | Aug 11, 2026 |
| Algebris (Uk) Ltd | Buy | +130,888 | — | 130,888 | $1.73M | Q2 2026 | Aug 11, 2026 |
| Endeavour Capital Advisors Inc | Buy | +480,000 | — | 480,000 | $6.36M | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Buy | +15,332 | — | 15,332 | $203.00K | Q2 2026 | Aug 06, 2026 |
| Emerald Mutual Fund Advisers Trust | Buy | +414,090 | — | 414,090 | $5.48M | Q2 2026 | Aug 05, 2026 |
| Emerald Advisers, Llc | Buy | +94,236 | — | 94,236 | $1.25M | Q2 2026 | Aug 05, 2026 |
| Daytona Street Capital Llc | Buy | +34,350 | — | 34,350 | $434.27K | Q2 2026 | Aug 03, 2026 |
| General American Investors Co Inc | Buy | +207,606 | — | 207,606 | $2.75M | Q2 2026 | Jul 31, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | Buy | +50,000 | — | 50,000 | $662.00K | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about FCBM activity
Which institutional owners are buying FCBM?
Institutional owners buying FCBM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FCBM activity?
"Buy" means an investor increased their reported position in FCBM compared to the prior reporting period. This reflects growing exposure to First Carolina Financial Services, Inc. (FCBM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FCBM increasing?
Institutional interest in FCBM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.