CA
FCBM

Clearstead Advisors’s First Carolina Financial Services FCBM Stock Holding History

Clearstead Advisors’s Portfolio FCBM Stock Details FCBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+15,332
New +$197K ﹤0.01% 1061

Other funds holding FCBM

ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM

Clearstead Advisors's FCBM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Carolina Financial Services (FCBM) in Q2 2026: 15,332 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

7 funds tracked by Wall St. Rank hold FCBM as of Q2 2026.

  • Clearstead Advisors held 15,332 shares of First Carolina Financial Services worth $203K as of Q2 2026.
  • First Carolina Financial Services was a new Clearstead Advisors position in Q2 2026.
  • First Carolina Financial Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1061 holding.
  • 7 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.