FCBM First Carolina Financial Services, Inc.
First Carolina Financial Services, Inc. (FCBM) Institutional Ownership
What the institutions did with FCBM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| M3F, Inc. | 659.8K | 28.2% |
| ENDEAVOUR CAPITAL ADVISORS INC | 480.0K | 20.5% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 414.1K | 17.7% |
| GENERAL AMERICAN INVESTORS CO INC | 207.6K | 8.9% |
| EMERALD ADVISERS, LLC | 103.7K | 4.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 79.7K | 3.4% |
| Rosenthal | Henry Capital Advisors, Inc. | 50.0K | 2.1% |
| Modera Wealth Management, LLC | 40.0K | 1.7% |
| Capital Investment Advisory Services, LLC | 38.1K | 1.6% |
| Whitener Capital Management, Inc. | 37.0K | 1.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 33.8K | 1.4% |
| Willis Investment Counsel | 26.5K | 1.1% |
| Live Oak Private Wealth LLC | 26.2K | 1.1% |
| ELCO Management Co., LLC | 25.5K | 1.1% |
| Diversified Trust Co | 18.5K | 0.8% |
| Merit Financial Group, LLC | 18.5K | 0.8% |
| Creative Planning | 18.3K | 0.8% |
| Summit Asset Management, LLC | 16.0K | 0.7% |
| Clearstead Advisors, LLC | 15.3K | 0.7% |
| Daytona Street Capital LLC | 15.0K | 0.6% |
| ACADIAN ASSET MANAGEMENT LLC | 11.6K | 0.5% |
| BARCLAYS PLC | 2.5K | 0.1% |
| STRS OHIO | 1.6K | 0.1% |
| Russell Investments Group, Ltd. | 442 | 0.0% |
| CITIGROUP INC | 286 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| M3F, Inc. | New | 0 | 659.8K | +659.8K |
| ALGEBRIS (UK) LTD | Sold Out | 130.9K | 0 | -130.9K |
| GEODE CAPITAL MANAGEMENT, LLC | New | 0 | 79.7K | +79.7K |
| Siena Capital Partners GP, LLC | Sold Out | 45.8K | 0 | -45.8K |
| Modera Wealth Management, LLC | New | 0 | 40.0K | +40.0K |
| Capital Investment Advisory Services, LLC | New | 0 | 38.1K | +38.1K |
| Whitener Capital Management, Inc. | New | 0 | 37.0K | +37.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | New | 0 | 33.8K | +33.8K |
| Willis Investment Counsel | New | 0 | 26.5K | +26.5K |
| Live Oak Private Wealth LLC | New | 0 | 26.2K | +26.2K |
| Daytona Street Capital LLC | Reduced | 34.4K | 15.0K | -19.4K |
| Diversified Trust Co | New | 0 | 18.5K | +18.5K |
| Merit Financial Group, LLC | New | 0 | 18.5K | +18.5K |
| Creative Planning | New | 0 | 18.3K | +18.3K |
| Summit Asset Management, LLC | New | 0 | 16.0K | +16.0K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 11.6K | +11.6K |
| EMERALD ADVISERS, LLC | Increased | 94.2K | 103.7K | +9.5K |
| BARCLAYS PLC | New | 0 | 2.5K | +2.5K |
| STRS OHIO | New | 0 | 1.6K | +1.6K |
| Russell Investments Group, Ltd. | New | 0 | 442 | +442 |
| ELCO Management Co., LLC | Increased | 25.1K | 25.5K | +400 |
| CITIGROUP INC | New | 0 | 286 | +286 |
| Bare Financial Services, Inc | New | 0 | 161 | +161 |
| Marquette Asset Management, LLC | New | 0 | 120 | +120 |
| Sterling Capital Management LLC | New | 0 | 104 | +104 |
| FMR LLC | New | 0 | 17 | +17 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.