FCBM Institutional Ownership & Shareholders
First Carolina Financial Services, Inc. (FCBM) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $94.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $17.24M, representing an estimated loss of -2.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
39
Total Reported Value
$94.17M
Largest Holder
Banc Funds Co Llc
Largest Position
$17.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $17,243,100 | -$481,950 | -2.72% | |
| Wellington Management Group Llp | 0.00% | 1,180,612 | $15,631,303 | $15,206,283 | -$425,020 | -2.72% | |
| Mendon Capital Advisors Corp | 3.28% | 700,000 | $9,268,000 | $9,016,000 | -$252,000 | -2.72% | |
| Curi Capital, Llc | 0.13% | 642,700 | $8,509,348 | $8,277,976 | -$231,372 | -2.72% | |
| Endeavour Capital Advisors Inc | 1.30% | 480,000 | $6,355,200 | $6,182,400 | -$172,800 | -2.72% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 425,000 | $5,627,000 | $5,474,000 | -$153,000 | -2.72% | |
| Emerald Mutual Fund Advisers Trust | 0.19% | 414,090 | $5,482,552 | $5,333,479 | -$149,073 | -2.72% | |
| Fourthstone Llc | 3.56% | 377,228 | $4,994,499 | $4,858,697 | -$135,802 | -2.72% | |
| General American Investors Co Inc | 0.17% | 207,606 | $2,748,703 | $2,673,965 | -$74,738 | -2.72% | |
| Alliancebernstein L.P. | 0.00% | 136,000 | $1,800,640 | $1,751,680 | -$48,960 | -2.72% | |
| Algebris (Uk) Ltd | 0.11% | 130,888 | $1,727,500 | $1,685,837 | -$41,663 | -2.41% | |
| Citadel Advisors Llc | 0.00% | 102,183 | $1,352,903 | $1,316,117 | -$36,786 | -2.72% | |
| Pmc Fig Opportunities Llc | 2.13% | 100,000 | $1,324,000 | $1,288,000 | -$36,000 | -2.72% | |
| Emerald Advisers, Llc | 0.03% | 94,236 | $1,247,685 | $1,213,760 | -$33,925 | -2.72% | |
| Kennedy Capital Management Llc | 0.02% | 75,336 | $997,449 | $970,328 | -$27,121 | -2.72% | |
| Boothbay Fund Management, Llc | 0.02% | 75,000 | $993,000 | $966,000 | -$27,000 | -2.72% | |
| Millennium Management Llc | 0.00% | 70,188 | $929,289 | $904,021 | -$25,268 | -2.72% | |
| Pacific Ridge Capital Partners, Llc | 0.13% | 52,286 | $692,267 | $673,444 | -$18,823 | -2.72% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 51,784 | $685,618 | $666,978 | -$18,640 | -2.72% | |
| Bluecrest Capital Management Ltd | 0.03% | 50,000 | $662,000 | $644,000 | -$18,000 | -2.72% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 0.58% | 50,000 | $631,500 | $644,000 | +$12,500 | +1.98% | |
| Siena Capital Partners Gp, Llc | 0.15% | 45,800 | $605,934 | $589,904 | -$16,030 | -2.65% | |
| Modera Wealth Management, Llc | 0.01% | 40,000 | $505,200 | $515,200 | +$10,000 | +1.98% | |
| Hrt Financial Lp | 0.00% | 36,443 | $482,000 | $469,386 | -$12,614 | -2.62% | |
| Capital Investment Advisory Services, Llc | 0.03% | 38,101 | $481,216 | $490,741 | +$9,525 | +1.98% | |
| Whitener Capital Management, Inc. | 0.09% | 37,000 | $467,310 | $476,560 | +$9,250 | +1.98% | |
| Goldman Sachs Group Inc | 0.00% | 27,530 | $364,497 | $354,586 | -$9,911 | -2.72% | |
| Mink Brook Asset Management Llc | 0.16% | 26,733 | $353,945 | $344,321 | -$9,624 | -2.72% | |
| Willis Investment Counsel | 0.02% | 26,500 | $334,695 | $341,320 | +$6,625 | +1.98% | |
| Elco Management Co., Llc | 0.15% | 25,530 | $322,444 | $328,826 | +$6,382 | +1.98% | |
| Clearstead Advisors, Llc | 0.00% | 15,332 | $202,996 | $197,476 | -$5,520 | -2.72% | |
| Daytona Street Capital Llc | 0.13% | 15,000 | $188,925 | $193,200 | +$4,275 | +2.26% | |
| Oxford Asset Management Llp | 0.08% | 12,830 | $169,869 | $165,250 | -$4,619 | -2.72% | |
| Vident Advisory, Llc | 0.00% | 11,099 | $146,951 | $142,955 | -$3,996 | -2.72% | |
| Gillson Capital Lp | 0.01% | 9,500 | $126,000 | $122,360 | -$3,640 | -2.89% | |
| Strs Ohio | 0.00% | 1,600 | $20,208 | $20,608 | +$400 | +1.98% | |
| M3F, Inc. | 2.13% | 659,835 | $8,334 | $8,498,675 | +$8,490,341 | +101875.94% | |
| Marquette Asset Management, Llc | 0.00% | 120 | $1,516 | $1,546 | +$30 | +1.95% | |
| Sterling Capital Management Llc | 0.00% | 104 | $1,314 | $1,340 | +$26 | +1.94% |
Frequently asked questions about FCBM
Who are the largest institutional holders of FCBM?
The largest institutional holders of FCBM reported in the latest SEC Form 13F filings include Banc Funds Co Llc, Wellington Management Group Llp, Mendon Capital Advisors Corp, Curi Capital, Llc, and Endeavour Capital Advisors Inc. InsiderSet ranks institutional holders by their latest reported FCBM position.
What is FCBM institutional ownership?
This page tracks FCBM positions reported by institutional investment managers through SEC Form 13F. First Carolina Financial Services, Inc. (FCBM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FCBM?
InsiderSet currently tracks 39 institutional managers reporting FCBM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FCBM shareholders.
How much FCBM stock do institutions own?
Institutional investment managers disclosed approximately $94.17M in FCBM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FCBM institutional ownership last updated?
The latest FCBM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FCBM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FCBM position after the reporting date.
Are institutions buying or selling FCBM?
Institutional buying and selling can be analyzed by comparing FCBM positions across consecutive 13F reporting periods. InsiderSet's FCBM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FCBM ownership changes.
How has FCBM institutional ownership changed over time?
InsiderSet tracks FCBM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.