Geode Capital Management’s First Carolina Financial Services FCBM Stock Holding History

Geode Capital Management’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 Q3	$1.01M	Buy	+79,664	New	+$1.01M	﹤0.01%	3324

Other funds holding FCBM

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Geode Capital Management's FCBM Position: Q3 2026 in Review

Geode Capital Management opened a new position in First Carolina Financial Services (FCBM) in Q3 2026: 79,664 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings.

25 funds tracked by Wall St. Rank hold FCBM as of Q3 2026.

Geode Capital Management held 79,664 shares of First Carolina Financial Services worth $1.01M as of Q3 2026.
First Carolina Financial Services was a new Geode Capital Management position in Q3 2026.
First Carolina Financial Services made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3324 holding.
25 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.