Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

First Carolina Financial Services, Inc.

CIK 0001531193FCBM· quarter ending 2026-06-30

Shares outstanding

31,068,852

as of 2026-08-12 · 10-Q cover page, filed 2026-08-14

Held by 13F filers

6,998,634

22.5% of shares outstanding

Holders

+31 vs 2026-03-31 · 31 new, 0 exited

Value

$92.6M

shares +— vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-14, as of 2026-08-12)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FCBM · NYSE	31,068,852	6,998,634	22.5%	31	31943F200

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	31943F200	COMMON STOCK	31	6,998,634	31,068,852	22.5%	$92.6M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (31 of 31 · 31943F200)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BANC FUNDS CO LLC	1,338,750	4.31%	$17.7M	NEW
2	WELLINGTON MANAGEMENT GROUP LLP	1,180,612	3.80%	$15.6M	NEW
3	MENDON CAPITAL ADVISORS CORP	700,000	2.25%	$9.3M	NEW
4	Curi Capital, LLC	642,700	2.07%	$8.5M	NEW
5	ENDEAVOUR CAPITAL ADVISORS INC	480,000	1.54%	$6.4M	NEW
6	ADAGE CAPITAL PARTNERS GP, L.L.C.	425,000	1.37%	$5.6M	NEW
7	EMERALD MUTUAL FUND ADVISERS TRUST	414,090	1.33%	$5.5M	NEW
8	Fourthstone LLC	377,228	1.21%	$5.0M	NEW
9	GENERAL AMERICAN INVESTORS CO INC	207,606	0.67%	$2.7M	NEW
10	ALLIANCEBERNSTEIN L.P.	136,000	0.44%	$1.8M	NEW
11	ALGEBRIS (UK) LTD	130,888	0.42%	$1.7M	NEW
12	CITADEL ADVISORS LLC	102,183	0.33%	$1.4M	NEW
13	PMC FIG Opportunities LLC	100,000	0.32%	$1.3M	NEW
14	EMERALD ADVISERS, LLC	94,236	0.30%	$1.2M	NEW
15	KENNEDY CAPITAL MANAGEMENT LLC	75,336	0.24%	$997K	NEW
16	BOOTHBAY FUND MANAGEMENT, LLC	75,000	0.24%	$993K	NEW
17	MILLENNIUM MANAGEMENT LLC	70,188	0.23%	$929K	NEW
18	Pacific Ridge Capital Partners, LLC	52,286	0.17%	$692K	NEW
19	Schonfeld Strategic Advisors LLC	51,784	0.17%	$686K	NEW
20	Rosenthal \| Henry Capital Advisors, Inc.	50,000	0.16%	$662K	NEW
21	BlueCrest Capital Management Ltd	50,000	0.16%	$662K	NEW
22	Siena Capital Partners GP, LLC	45,800	0.15%	$606K	NEW
23	HRT FINANCIAL LP	36,443	0.12%	$482K	NEW
24	Daytona Street Capital LLC	34,350	0.11%	$434K	NEW
25	GOLDMAN SACHS GROUP INC	27,530	0.09%	$364K	NEW
26	Mink Brook Asset Management LLC	26,733	0.09%	$354K	NEW
27	ELCO Management Co., LLC	25,130	0.08%	$333K	NEW
28	Clearstead Advisors, LLC	15,332	0.05%	$203K	NEW
29	OXFORD ASSET MANAGEMENT LLP	12,830	0.04%	$170K	NEW
30	Vident Advisory, LLC	11,099	0.04%	$147K	NEW
31	Gillson Capital LP	9,500	0.03%	$126K	NEW

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

No structured 13D/13G filings (XML filings began Dec 2024).

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.