First Carolina Financial Services, Inc. (FCBM) Institutional Shareholders
First Carolina Financial Services, Inc. (FCBM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $92.30M in FCBM holdings during the latest filing period.
Banc Funds Co Llc is currently the largest disclosed institutional shareholder of FCBM tracked by InsiderSet, reporting ownership valued at approximately $17.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.99M, representing an estimated loss of -4.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FCBM value among the investors covered in this analysis. Major shareholders include Banc Funds Co Llc, Wellington Management Group Llp, Mendon Capital Advisors Corp, and several other long-term asset managers with concentrated positions in First Carolina Financial Services, Inc. (FCBM).
This page ranks the largest institutional FCBM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$92.30M
Largest Holder
Banc Funds Co Llc
Largest Position
$17.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Banc Funds Co Llc | 2.93% | 1,338,750 | $17,725,050 | $16,988,738 | -$736,313 | -4.15% | |
| Wellington Management Group Llp | 0.00% | 1,180,612 | $15,631,303 | $14,981,966 | -$649,337 | -4.15% | |
| Mendon Capital Advisors Corp | 3.28% | 700,000 | $9,268,000 | $8,883,000 | -$385,000 | -4.15% | |
| Curi Capital, Llc | 0.13% | 642,700 | $8,509,348 | $8,155,863 | -$353,485 | -4.15% | |
| Endeavour Capital Advisors Inc | 1.30% | 480,000 | $6,355,200 | $6,091,200 | -$264,000 | -4.15% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 425,000 | $5,627,000 | $5,393,250 | -$233,750 | -4.15% | |
| Emerald Mutual Fund Advisers Trust | 0.19% | 414,090 | $5,482,552 | $5,254,802 | -$227,750 | -4.15% | |
| Fourthstone Llc | 3.56% | 377,228 | $4,994,499 | $4,787,023 | -$207,476 | -4.15% | |
| General American Investors Co Inc | 0.17% | 207,606 | $2,748,703 | $2,634,520 | -$114,183 | -4.15% | |
| Alliancebernstein L.P. | 0.00% | 136,000 | $1,800,640 | $1,725,840 | -$74,800 | -4.15% | |
| Algebris (Uk) Ltd | 0.11% | 130,888 | $1,727,500 | $1,660,969 | -$66,531 | -3.85% | |
| Citadel Advisors Llc | 0.00% | 102,183 | $1,352,903 | $1,296,702 | -$56,201 | -4.15% | |
| Pmc Fig Opportunities Llc | 2.13% | 100,000 | $1,324,000 | $1,269,000 | -$55,000 | -4.15% | |
| Emerald Advisers, Llc | 0.03% | 94,236 | $1,247,685 | $1,195,855 | -$51,830 | -4.15% | |
| Kennedy Capital Management Llc | 0.02% | 75,336 | $997,449 | $956,014 | -$41,435 | -4.15% | |
| Boothbay Fund Management, Llc | 0.02% | 75,000 | $993,000 | $951,750 | -$41,250 | -4.15% | |
| Millennium Management Llc | 0.00% | 70,188 | $929,289 | $890,686 | -$38,603 | -4.15% | |
| Pacific Ridge Capital Partners, Llc | 0.13% | 52,286 | $692,267 | $663,509 | -$28,758 | -4.15% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 51,784 | $685,618 | $657,139 | -$28,479 | -4.15% | |
| Bluecrest Capital Management Ltd | 0.03% | 50,000 | $662,000 | $634,500 | -$27,500 | -4.15% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 0.58% | 50,000 | $662,000 | $634,500 | -$27,500 | -4.15% | |
| Siena Capital Partners Gp, Llc | 0.15% | 45,800 | $605,934 | $581,202 | -$24,732 | -4.08% | |
| Hrt Financial Lp | 0.00% | 36,443 | $482,000 | $462,462 | -$19,538 | -4.05% | |
| Daytona Street Capital Llc | 0.32% | 34,350 | $434,266 | $435,902 | +$1,636 | +0.38% | |
| Goldman Sachs Group Inc | 0.00% | 27,530 | $364,497 | $349,356 | -$15,141 | -4.15% | |
| Mink Brook Asset Management Llc | 0.16% | 26,733 | $353,945 | $339,242 | -$14,703 | -4.15% | |
| Clearstead Advisors, Llc | 0.00% | 15,332 | $202,996 | $194,563 | -$8,433 | -4.15% | |
| Oxford Asset Management Llp | 0.08% | 12,830 | $169,869 | $162,813 | -$7,056 | -4.15% | |
| Vident Advisory, Llc | 0.00% | 11,099 | $146,951 | $140,846 | -$6,105 | -4.15% | |
| Gillson Capital Lp | 0.01% | 9,500 | $126,000 | $120,555 | -$5,445 | -4.32% |
Frequently asked questions about FCBM
Who owns the most FCBM stock?
The largest holders of FCBM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for First Carolina Financial Services, Inc. (FCBM).
Is FCBM widely held by superinvestors?
Many widely followed stocks like FCBM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCBM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.