FCBMNYSEState Commercial BanksFiscal year ends December 31
First Carolina Financial Services, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$12.50−0.22 (-1.73%)
Close on Oct 19, 2026
- Market cap
- $315.45M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.5%
7M of 31M shares
Institutional holders
31
31 new, 0 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
23 buys · 0 sales
Net bought $1.66M
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FCBM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 1,338,750 | 4.31% | $17.73M | New | 2.93% |
| Wellington Management Group Llp | 1,180,612 | 3.80% | $15.63M | New | 0.00% |
| Mendon Capital Advisors Corp | 700,000 | 2.25% | $9.27M | New | 3.28% |
| RMB Capital Management, LLC | 642,700 | 2.07% | $8.51M | New | 0.13% |
| Endeavour Capital Advisors Inc | 480,000 | 1.54% | $6.36M | New | 1.30% |
| Adage Capital Partners Gp, L.L.C. | 425,000 | 1.37% | $5.63M | New | 0.01% |
| Emerald Mutual Fund Advisers Trust | 414,090 | 1.33% | $5.48M | New | 0.19% |
| Fourthstone LLC | 377,228 | 1.21% | $4.99M | New | 3.56% |
| General American Investors Co Inc | 207,606 | 0.67% | $2.75M | New | 0.16% |
| Alliancebernstein L.P. | 136,000 | 0.44% | $1.80M | New | 0.00% |
| Algebris (UK) Ltd | 130,888 | 0.42% | $1.73M | New | 0.11% |
| Citadel Advisors LLC | 102,183 | 0.33% | $1.35M | New | 0.00% |
| PMC FIG Opportunities LLC | 100,000 | 0.32% | $1.32M | New | 2.11% |
| Emerald Advisers, LLC | 94,236 | 0.30% | $1.25M | New | 0.03% |
| Kennedy Capital Management LLC | 75,336 | 0.24% | $997.45K | New | 0.02% |
| Boothbay Fund Management, LLC | 75,000 | 0.24% | $993.00K | New | 0.01% |
| Millennium Management LLC | 70,188 | 0.23% | $929.29K | New | 0.00% |
| Pacific Ridge Capital Partners, LLC | 52,286 | 0.17% | $692.27K | New | 0.13% |
| Schonfeld Strategic Advisors LLC | 51,784 | 0.17% | $685.62K | New | 0.00% |
| BlueCrest Capital Management Ltd | 50,000 | 0.16% | $662.00K | New | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 7M | 22.5% | 31 / 0 | 0 / 0 | 7M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FCBM | Value | % of fund | As of |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 642,700 | 2.07% | $8.51M | 3.29% | Jun 30, 2026 |
| Emerald Growth Fund | 378,515 | 1.22% | $4.74M | 0.32% | Jul 31, 2026 |
| Emerald Finance & Banking Innovation Fund | 35,575 | 0.11% | $445.04K | 0.92% | Jul 31, 2026 |
| Acuitas Small Cap Active ETF | 11,099 | 0.04% | $146.95K | 0.16% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ronald Arvin Day | Chairman, President and CEO, Director | 383,600 | 1.23% | Jun 22, 2026 |
| Douglas Andrew Mathieson | Chief Rev. & Strategy Officer | 19,000 | 0.06% | Jul 16, 2026 |
| Steven G. Deaton | CFO and Chief Risk Officer | 79,000 | 0.25% | Jun 22, 2026 |
| Overton Stokes Suiter III | Chief Credit Officer of Bank | 84,100 | 0.27% | Jun 22, 2026 |
| Patrick Wayne Pritchard | Chief Info. Officer of Bank | 50,000 | 0.16% | Jun 22, 2026 |
| Kristen Dawn Brabble | Chief Operating Officer | 135,000 | 0.43% | Jun 22, 2026 |
| Douglas Ford IV | Chief Banking Officer of Bank | 160,000 | 0.51% | Jun 22, 2026 |
| James A. Lucas Jr | Director | 684,180 | 2.20% | Jun 22, 2026 |
| Charles Austin Robbins Jr | Director | 385,492 | 1.24% | Jun 22, 2026 |
| Gregory Everette Floyd | Director | 301,097 | 0.97% | Jun 22, 2026 |
| John Walter Gussenhoven | Director | 334,016 | 1.08% | Jun 22, 2026 |
| Kevin Meek Shannon | Director | 23,000 | 0.07% | Jun 22, 2026 |
| Sandra Bell Boone | Director | 304,782 | 0.98% | Jun 22, 2026 |
| John Jethro Ferebee Jr | Director | 358,676 | 1.15% | Jun 22, 2026 |
| Vincent Charles Andracchio II | Director | 381,620 | 1.23% | Jun 22, 2026 |
| Charles Albert Paul III | Director | 216,576 | 0.70% | Jun 22, 2026 |
| David Shawver Oyler | Director | 69,410 | 0.22% | Jun 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Charles Albert Paul III Director | Jun 18, 2026 | Buy | +7,000 | $12.50 | $87.50K | 103,000 |
| Vincent Charles Andracchio II Director | Jun 18, 2026 | Buy | +8,000 | $12.50 | $100.00K | 33,284 |
| John Jethro Ferebee Jr Director | Jun 18, 2026 | Buy | +7,000 | $12.50 | $87.50K | 7,000 |
| John Jethro Ferebee Jr Director | Jun 18, 2026 | Buy | +7,000 | $12.50 | $87.50K | 300,176 |
| John Jethro Ferebee Jr Director | Jun 18, 2026 | Buy | +100 | $13.00 | $1.30K | 7,100 |
| Sandra Bell Boone Director | Jun 18, 2026 | Buy | +7,000 | $12.50 | $87.50K | 304,782 |
| Kevin Meek Shannon Director | Jun 18, 2026 | Buy | +4,000 | $12.50 | $50.00K | 23,000 |
| Ronald Arvin Day Chairman, President and CEO, Director | Jun 18, 2026 | Buy | +4,000 | $12.50 | $50.00K | 383,600 |
| Douglas Ford IV Chief Banking Officer of Bank | Jun 18, 2026 | Buy | +4,000 | $12.50 | $50.00K | 160,000 |
| Patrick Wayne Pritchard Chief Info. Officer of Bank | Jun 18, 2026 | Buy | +1,000 | $12.50 | $12.50K | 50,000 |
| Gregory Everette Floyd Director | Jun 18, 2026 | Buy | +3,125 | $12.50 | $39.06K | 3,125 |
| Gregory Everette Floyd Director | Jun 18, 2026 | Buy | +3,375 | $12.50 | $42.19K | 43,375 |
| Gregory Everette Floyd Director | Jun 18, 2026 | Buy | +18,750 | $12.50 | $234.38K | 152,990 |
| Gregory Everette Floyd Director | Jun 18, 2026 | Buy | +3,375 | $12.50 | $42.19K | 3,375 |
| James A. Lucas Jr Director | Jun 18, 2026 | Buy | +960 | $12.50 | $12.00K | 17,790 |
| James A. Lucas Jr Director | Jun 18, 2026 | Buy | +16,000 | $12.50 | $200.00K | 439,884 |
| James A. Lucas Jr Director | Jun 18, 2026 | Buy | +1,260 | $12.50 | $15.75K | 52,860 |
| James A. Lucas Jr Director | Jun 18, 2026 | Buy | +960 | $12.50 | $12.00K | 5,790 |
| Charles Austin Robbins Jr Director | Jun 18, 2026 | Buy | +14,000 | $12.50 | $175.00K | 369,492 |
| Overton Stokes Suiter III Chief Credit Officer of Bank | Jun 18, 2026 | Buy | +1,100 | $12.50 | $13.75K | 84,100 |
| John Walter Gussenhoven Director | Jun 18, 2026 | Buy | +16,000 | $12.50 | $200.00K | 334,016 |
| Steven G. Deaton CFO and Chief Risk Officer | Jun 18, 2026 | Buy | +4,000 | $12.50 | $50.00K | 79,000 |
| Kristen Dawn Brabble Chief Operating Officer | Jun 18, 2026 | Buy | +750 | $12.50 | $9.38K | 135,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.