Security Snapshot

First Carolina Financial Services, Inc. - Common stock, par value $0.50 per share (FCBM) Institutional Ownership

CUSIP: 31943F200

13F Institutional Holders and Ownership History from Q2 2026 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

36

Shares (Excl. Options)

6.18MFull value: 6,184,661 · shares · 30 Sep 2026

Price

$12.63

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,780,600
Value change
+$35,001,769
Number of holders
36
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
31,082,295
SEC-reported price per share
$12.63
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • FCBM - First Carolina Financial Services, Inc. - Common stock, par value $0.50 per share is tracked under CUSIP 31943F200.
  • 36 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 31 to 36 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $92.64MFull value: $92,635,185 · USD · 30 Jun 2026
    to
    $78.11MFull value: $78,112,028 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 36 institutions filings for Q3 2026.

Open SEC evidence

Security key

31943F200

13F reference period

Q3 2026

13F holders

36

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
FCBM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fourthstone LLC 5.8% $22,926,052 1,815,206 Fourthstone LLC 30 Sep 2026
As of 30 Sep 2026, 36 institutional investors reported holding
6.18MFull value: 6,184,661 · shares · 30 Sep 2026
shares of First Carolina Financial Services, Inc. - Common stock, par value $0.50 per share (FCBM). This represents 20% of the company’s total
31.08MFull value: 31,082,295 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
20%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Fourthstone LLC 5.8% 1,815,206 +381% 5.5% $22,926,052
BANC FUNDS CO LLC 4.6% 1,417,634 +5.9% 2.8% $17,904,717
M3F, Inc. 2.1% 659,835 2.1% $8,334,000
ENDEAVOUR CAPITAL ADVISORS INC 1.5% 480,000 0% 1.2% $6,062,400
EMERALD MUTUAL FUND ADVISERS TRUST 1.3% 414,090 0% 0.21% $5,229,957
VANGUARD CAPITAL MANAGEMENT LLC 0.82% 255,301 0% $3,224,452
GENERAL AMERICAN INVESTORS CO INC 0.67% 207,606 0% 0.16% $2,622,064
EMERALD ADVISERS, LLC 0.33% 103,699 +10% 0.04% $1,309,718
KENNEDY CAPITAL MANAGEMENT LLC 0.28% 88,388 +17% 0.02% $1,116,340
GEODE CAPITAL MANAGEMENT, LLC 0.26% 79,664 0% $1,006,156
RENAISSANCE TECHNOLOGIES LLC 0.21% 66,300 0% $837,369
STATE STREET CORP 0.18% 57,200 0% $722,436
Pacific Ridge Capital Partners, LLC 0.18% 55,386 +5.9% 0.12% $699,525
BlueCrest Capital Management Ltd 0.16% 50,000 0% 0.05% $631,500
Rosenthal | Henry Capital Advisors, Inc. 0.16% 50,000 0% 0.59% $631,500
VANGUARD PORTFOLIO MANAGEMENT LLC 0.15% 46,961 0% $593,117
Whitener Capital Management, Inc. 0.12% 37,000 0.09% $467,310
VANGUARD FIDUCIARY TRUST CO 0.12% 36,327 0% $458,810
LEVEL FOUR ADVISORY SERVICES, LLC 0.11% 33,782 0.01% $426,667
Willis Investment Counsel 0.09% 26,500 0.02% $334,695
Live Oak Private Wealth LLC 0.08% 26,200 0.04% $330,906
ELCO Management Co., LLC 0.08% 25,530 +1.6% 0.15% $322,444
MORGAN STANLEY 0.07% 22,841 0% $288,482
Invesco Ltd. 0.07% 21,382 0% $270,055
Quadrature Capital Ltd 0.06% 20,085 0% $253,674

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
2
Headline period
Q3 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 6,184,661 $78,112,028 +$35,001,769 $12.63 36
2026 Q2 6,998,634 $92,635,185 +$92,635,185 $13.24 31
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