IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Carolina Financial SER (FCBM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
M3f, Inc.
NEW
Shares659,835
Change+659,835
Value$8.3M
Filed 2026-10-21
Endeavour Capital Advisors Inc
UNCHANGED
Shares480,000 from 480,000
Change0 (0%)
Value$6.1M (-$292.8K)
Filed 2026-11-06
General American Investors Co Inc
UNCHANGED
Shares207,606 from 207,606
Change0 (0%)
Value$2.6M (-$126.6K)
Filed 2026-11-02
Geode Capital Management, LLC
NEW
Shares79,664
Change+79,664
Value$1.0M
Filed 2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$631.5K (-$30.5K)
Filed 2026-10-27
Modera Wealth Management, LLC
NEW
Shares40,000
Change+40,000
Value$505.2K
Filed 2026-10-28
Capital Investment Advisory Services, LLC
NEW
Shares38,101
Change+38,101
Value$481.2K
Filed 2026-10-30
Whitener Capital Management, Inc.
NEW
Shares37,000
Change+37,000
Value$467.3K
Filed 2026-10-15
Level Four Advisory Services, LLC
NEW
Shares33,782
Change+33,782
Value$426.7K
Filed 2026-11-06
Willis Investment Counsel
NEW
Shares26,500
Change+26,500
Value$334.7K
Filed 2026-10-20
Live Oak Private Wealth LLC
NEW
Shares26,200
Change+26,200
Value$330.9K
Filed 2026-11-02
Elco Management Co., LLC
INCREASED
Shares25,530 from 25,130
Change+400 (+2%)
Value$322.4K (-$10.3K)
Filed 2026-10-14
Merit Financial Group, LLC
NEW
Shares18,500
Change+18,500
Value$233.7K
Filed 2026-11-06
Diversified Trust Co
NEW
Shares18,500
Change+18,500
Value$233.7K
Filed 2026-11-06
Creative Planning
NEW
Shares18,284
Change+18,284
Value$230.9K
Filed 2026-11-02
Summit Asset Management, LLC
NEW
Shares16,000
Change+16,000
Value$202.1K
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares15,332 from 15,332
Change0 (0%)
Value$193.6K (-$9.4K)
Filed 2026-11-06
Daytona Street Capital LLC
DECREASED
Shares15,000 from 34,350
Change-19,350 (-56%)
Value$188.9K (-$245.3K)
Filed 2026-10-15
Barclays PLC
NEW
Shares2,511
Change+2,511
Value$31.7K
Filed 2026-11-06
Strs Ohio
NEW
Shares1,600
Change+1,600
Value$20.2K
Filed 2026-10-30
Russell Investments Group, Ltd.
NEW
Shares442
Change+442
Value$5.6K
Filed 2026-11-06
Citigroup Inc
NEW
Shares286
Change+286
Value$3.6K
Filed 2026-11-04
Bare Financial Services, Inc
NEW
Shares161
Change+161
Value$2.0K
Filed 2026-11-04
Marquette Asset Management, LLC
NEW
Shares120
Change+120
Value$1.5K
Filed 2026-10-09
Sterling Capital Management LLC
NEW
Shares104
Change+104
Value$1.3K
Filed 2026-10-22
Algebris (UK) LTD
CLOSED
Shares0 from 130,888
Change-130,888 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Banc Funds Co LLC
N/A
Shares— from 1,338,750
Change-1,338,750 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,180,612
Change-1,180,612 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 642,700
Change-642,700 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 425,000
Change-425,000 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 414,090
Change-414,090 (-100%)
Value—
Fourthstone LLC
N/A
Shares— from 377,228
Change-377,228 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 136,000
Change-136,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 102,183
Change-102,183 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 94,236
Change-94,236 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 75,336
Change-75,336 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 70,188
Change-70,188 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 52,286
Change-52,286 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 51,784
Change-51,784 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 36,443
Change-36,443 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,530
Change-27,530 (-100%)
Value—
Mink Brook Asset Management LLC
N/A
Shares— from 26,733
Change-26,733 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,099
Change-11,099 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Status
M3f, Inc.
NEW659,835—+659,835——$8.3M—2026-10-21
Endeavour Capital Advisors Inc
UNCHANGED480,000480,00000%$6.4M$6.1M-$292.8K2026-11-06
General American Investors Co Inc
UNCHANGED207,606207,60600%$2.7M$2.6M-$126.6K2026-11-02
Geode Capital Management, LLC
NEW79,664—+79,664——$1.0M—2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED50,00050,00000%$662.0K$631.5K-$30.5K2026-10-27
Modera Wealth Management, LLC
NEW40,000—+40,000——$505.2K—2026-10-28
Capital Investment Advisory Services, LLC
NEW38,101—+38,101——$481.2K—2026-10-30
Whitener Capital Management, Inc.
NEW37,000—+37,000——$467.3K—2026-10-15
Level Four Advisory Services, LLC
NEW33,782—+33,782——$426.7K—2026-11-06
Willis Investment Counsel
NEW26,500—+26,500——$334.7K—2026-10-20
Live Oak Private Wealth LLC
NEW26,200—+26,200——$330.9K—2026-11-02
Elco Management Co., LLC
INCREASED25,53025,130+400+2%$332.7K$322.4K-$10.3K2026-10-14
Merit Financial Group, LLC
NEW18,500—+18,500——$233.7K—2026-11-06
Diversified Trust Co
NEW18,500—+18,500——$233.7K—2026-11-06
Creative Planning
NEW18,284—+18,284——$230.9K—2026-11-02
Summit Asset Management, LLC
NEW16,000—+16,000——$202.1K—2026-11-05
Clearstead Advisors, LLC
UNCHANGED15,33215,33200%$203.0K$193.6K-$9.4K2026-11-06
Daytona Street Capital LLC
DECREASED15,00034,350-19,350-56%$434.3K$188.9K-$245.3K2026-10-15
Barclays PLC
NEW2,511—+2,511——$31.7K—2026-11-06
Strs Ohio
NEW1,600—+1,600——$20.2K—2026-10-30
Russell Investments Group, Ltd.
NEW442—+442——$5.6K—2026-11-06
Citigroup Inc
NEW286—+286——$3.6K—2026-11-04
Bare Financial Services, Inc
NEW161—+161——$2.0K—2026-11-04
Marquette Asset Management, LLC
NEW120—+120——$1.5K—2026-10-09
Sterling Capital Management LLC
NEW104—+104——$1.3K—2026-10-22
Algebris (UK) LTD
CLOSED0130,888-130,888-100%$1.7M$0-$1.7M2026-11-06
Banc Funds Co LLC
N/A—1,338,750-1,338,750-100%$17.7M———
Wellington Management Group LLP
N/A—1,180,612-1,180,612-100%$15.6M———
Mendon Capital Advisors Corp
N/A—700,000-700,000-100%$9.3M———
Curi Capital, LLC
N/A—642,700-642,700-100%$8.5M———
Adage Capital Partners GP, L.L.C.
N/A—425,000-425,000-100%$5.6M———
Emerald Mutual Fund Advisers Trust
N/A—414,090-414,090-100%$5.5M———
Fourthstone LLC
N/A—377,228-377,228-100%$5.0M———
Alliancebernstein L.P.
N/A—136,000-136,000-100%$1.8M———
Citadel Advisors LLC
N/A—102,183-102,183-100%$1.4M———
PMC FIG Opportunities LLC
N/A—100,000-100,000-100%$1.3M———
Emerald Advisers, LLC
N/A—94,236-94,236-100%$1.2M———
Kennedy Capital Management LLC
N/A—75,336-75,336-100%$997.4K———
Boothbay Fund Management, LLC
N/A—75,000-75,000-100%$993.0K———
Millennium Management LLC
N/A—70,188-70,188-100%$929.3K———
Pacific Ridge Capital Partners, LLC
N/A—52,286-52,286-100%$692.3K———
Schonfeld Strategic Advisors LLC
N/A—51,784-51,784-100%$685.6K———
BlueCrest Capital Management Ltd
N/A—50,000-50,000-100%$662.0K———
Siena Capital Partners GP, LLC
N/A—45,800-45,800-100%$605.9K———
HRT Financial LP
N/A—36,443-36,443-100%$482———
Goldman Sachs Group Inc
N/A—27,530-27,530-100%$364.5K———
Mink Brook Asset Management LLC
N/A—26,733-26,733-100%$353.9K———
Oxford Asset Management LLP
N/A—12,830-12,830-100%$169.9K———
Vident Advisory, LLC
N/A—11,099-11,099-100%$147.0K———
Gillson Capital LP
N/A—9,500-9,500-100%$126———
Showing 50 of 50 institutions