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

Kennedy 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 Q2	$997K	Buy	+75,336	New	+$967K	0.02%	510

Other funds holding FCBM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kennedy Capital Management's FCBM Position: Q2 2026 in Review

Kennedy Capital Management opened a new position in First Carolina Financial Services (FCBM) in Q2 2026: 75,336 shares worth $997K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings.

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

Kennedy Capital Management held 75,336 shares of First Carolina Financial Services worth $997K as of Q2 2026.
First Carolina Financial Services was a new Kennedy Capital Management position in Q2 2026.
First Carolina Financial Services made up 0.02% of Kennedy Capital Management's portfolio in Q2 2026, its #510 holding.
31 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.