First Carolina Financial Services, Inc. (FCBM)

STATE COMMERCIAL BANKS

First Carolina Financial Services, Inc. (FCBM) is listed on the New York Stock Exchange, where it has traded since June 18, 2026.

Listed On
the New York Stock Exchange
Listed Since
June 18, 2026
Market Cap
$394M

About First Carolina Financial Services, Inc.

First Carolina Financial Services Inc is a bank holding company. The company's activities consist of managing and owning the Bank and its direct and indirect subsidiaries. The Bank provides commercial banking, payment, consumer banking, and wealth management services to small and medium-sized businesses, individuals, professionals, as well as institutions of higher education. It has four primary lines of business: Commercial Banking, Payments, Consumer Banking and Wealth Management. The reportable segments are Community Banking and BM Tech. The majority of revenue is derived from the Community Banking segment, which comprises activities of a traditional banking institution, gathering deposits and originating loans for portfolio in its respective primary market areas.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 30 institutions reported holding FCBM, with 7.0 million shares worth $92.3 million in aggregate. The largest reported holder was Banc Funds, with 1.3 million shares worth $17.7 million. Of the 5 largest holders listed below, all 5 opened new positions in FCBM during the quarter.

InstitutionSharesValueQuarter change
Banc Funds1,338,750$18MNew position
Wellington Management1,180,612$16MNew position
Mendon Capital Advisors700,000$9MNew position
Curi Capital642,700$9MNew position
Endeavour Capital Advisors480,000$6MNew position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FCBM?

First Carolina Financial Services, Inc. (FCBM) is listed on the New York Stock Exchange, where it has traded since June 18, 2026.

Who are the largest institutional holders of FCBM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FCBM were Banc Funds, Wellington Management and Mendon Capital Advisors.

How many institutions own FCBM?

30 institutions reported a position in FCBM for the quarter ended June 30, 2026, worth $92.3 million in total.

Did institutions buy or sell FCBM last quarter?

Of the 5 largest reported holders, all 5 opened new positions in FCBM during the quarter. Every reported holder and its change is on the SentiSense ownership page for FCBM.

Every reported institutional holder, plus insider and congressional trades in FCBM, on SentiSense.