First Carolina Financial Services, Inc.: which funds bought and sold

Institutions that bought and sold First Carolina Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 29 institutions that filed 13F reports for both quarters added to or opened positions in First Carolina Financial Services, and 0 cut or closed them. Together they added a net 7.0M shares, — on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.4M shares; index fund managers held the same number of shares overall. 29 opened a new position and 0 sold out entirely.

Bought, Q2 2026 29 institutions, 29 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out

Net change, all compared +7.0M shares (—)

Net change, active managers +2.4M shares (—), 10 bought, 0 sold

Buyers versus sellers

institutions compared, 29

29 bought 0 sold

Active managers and hedge funds 10 bought · 0 sold · +2.4M

Index fund managers 0 bought · 0 sold · 0

Other institutions 19 bought · 0 sold · +4.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Banc Funds Co LLC	+1.3M New position	1.3M	$17.7M
Wellington Management Group LLP Active manager	+1.2M New position	1.2M	$15.6M
Mendon Capital Advisors Corp	+700K New position	700K	$9.3M
Curi Capital, LLC	+643K New position	643K	$8.5M
Endeavour Capital Advisors Inc	+480K New position	480K	$6.4M
Adage Capital Partners Gp, L.L.C. Hedge fund	+425K New position	425K	$5.6M
Emerald Mutual Fund Advisers Trust	+414K New position	414K	$5.5M
Fourthstone LLC	+377K New position	377K	$5M
General American Investors Co Inc Active manager	+208K New position	208K	$2.7M
Alliancebernstein L.P. Active manager	+136K New position	136K	$1.8M
Algebris (UK) Ltd	+131K New position	131K	$1.7M
Citadel Advisors LLC Hedge fund	+102K New position	102K	$1.4M
Pmc Fig Opportunities LLC	+100K New position	100K	$1.3M
Emerald Advisers, LLC	+94K New position	94K	$1.2M
Kennedy Capital Management LLC Active manager	+75K New position	75K	$997,449
Boothbay Fund Management, LLC Hedge fund	+75K New position	75K	$993,000
Millennium Management LLC Hedge fund	+70K New position	70K	$929,289
Pacific Ridge Capital Partners, LLC	+52K New position	52K	$692,267
Schonfeld Strategic Advisors LLC Hedge fund	+52K New position	52K	$685,618
Bluecrest Capital Management Ltd Hedge fund	+50K New position	50K	$662,000

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+1.2M New position	1.2M	$15.6M
Adage Capital Partners Gp, L.L.C. Hedge fund	+425K New position	425K	$5.6M
General American Investors Co Inc Active manager	+208K New position	208K	$2.7M
Alliancebernstein L.P. Active manager	+136K New position	136K	$1.8M
Citadel Advisors LLC Hedge fund	+102K New position	102K	$1.4M
Kennedy Capital Management LLC Active manager	+75K New position	75K	$997,449
Boothbay Fund Management, LLC Hedge fund	+75K New position	75K	$993,000
Millennium Management LLC Hedge fund	+70K New position	70K	$929,289
Schonfeld Strategic Advisors LLC Hedge fund	+52K New position	52K	$685,618
Bluecrest Capital Management Ltd Hedge fund	+50K New position	50K	$662,000

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
No institution cut its holding.

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Banc Funds Co LLC	1.3M	$17.7M
Wellington Management Group LLPActive manager	1.2M	$15.6M
Mendon Capital Advisors Corp	700K	$9.3M
Curi Capital, LLC	643K	$8.5M
Endeavour Capital Advisors Inc	480K	$6.4M
Adage Capital Partners Gp, L.L.C.Hedge fund	425K	$5.6M
Emerald Mutual Fund Advisers Trust	414K	$5.5M
Fourthstone LLC	377K	$5M
General American Investors Co IncActive manager	208K	$2.7M
Alliancebernstein L.P.Active manager	136K	$1.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 30
Ten largest holders: 84.6%
Index fund managers: 0.0%
Active managers and hedge funds: 34.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	New	Net change in shares	Net %
Active managers and hedge funds	10	10	+2.4M	—
Index fund managers	0	0	0	—
Other institutions	19	19	+4.6M	—

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on First Carolina Financial Services.

Only managers that filed a holdings report for both quarters are compared (29 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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