$FCBM

$12.97 +$0.04 (0.31%) Close

$FCBM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 31.1M shares outstanding

Who owns FCBM?

By type of holder

Institutions 22.5% Insiders 12.8% Everyone else 64.8%

Concentration Top 10 holders own 21.3%

Banc Funds Co LLC 4.3% · Wellington Management Group LLP 3.8%

Institutional ownership

22.5%

+22.5 pts vs last qtr

Institutional holders

+30 vs last qtr

Net shares bought

+7.0M

by institutions in Q2 2026

New / sold out

30 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Banc Funds Co LLC NEW +1.3M
Wellington Management Group LLP NEW +1.2M

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for First Carolina Financial Services Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for First Carolina Financial Services Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

—

of institutional shares changed hands

Top 10 managers, median time held

0 quarters

Super Investors

Investment managers reporting FCBM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BF Banc Funds Co LLC	1.3M	4.31%	NEW	Q2 '26	2.9%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+1.3M Share of the company4.310% Banc Funds Co LLC's full portfolio →
WM Wellington Management Group LLP	1.2M	3.80%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company3.800% Wellington Management Group LLP's full portfolio →

Banc Funds Co LLC

1.3M

% of company

4.31%

Change vs last qtr

NEW

Held since

Q2 '26

Wellington Management Group LLP

1.2M

% of company

3.80%

Change vs last qtr

NEW

Held since

Q2 '26

23 more super investors behind a free account

See every manager holding First Carolina Financial Services Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FCBM on Form N-PORT; together they hold 3.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RM RMB Mendon Financial Services Fund RMB Investors Trust	$8.51M	642.7K	2.07%	3.29%	June 30, 2026
EG Emerald Growth Fund RBB Fund, Inc.	$4.74M	378.5K	1.22%	0.32%	July 31, 2026

RMB Mendon Financial Services Fund

RMB Investors Trust

Position value

$8.51M

% of company

2.07%

% of the fund

3.29%

As of

June 30, 2026

Emerald Growth Fund

RBB Fund, Inc.

Position value

$4.74M

% of company

1.22%

% of the fund

0.32%

As of

July 31, 2026

2 more funds behind a free account

See every fund holding First Carolina Financial Services Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LJ Lucas James A JR Insider	684.2K	2.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.200% Lucas James A JR's insider activity →
RC Robbins Charles Austin Jr Insider	385.5K	1.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.240% Robbins Charles Austin Jr's insider activity →

Lucas James A JR

Insider

684.2K

% of company

2.20%

Change vs last qtr

—

Held since

—

Robbins Charles Austin Jr

Insider

385.5K

% of company

1.24%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of First Carolina Financial Services Inc.

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