Level Four Advisory Services
FCBM

Level Four Advisory Services’s First Carolina Financial Services FCBM Stock Holding History

Level Four Advisory Services’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 		$427K Buy
+33,782
New +$429K 0.01% 652

Other funds holding FCBM

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Whitener Capital Management
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Level Four Advisory Services's FCBM Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in First Carolina Financial Services (FCBM) in Q3 2026: 33,782 shares worth $427K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings.

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

  • Level Four Advisory Services held 33,782 shares of First Carolina Financial Services worth $427K as of Q3 2026.
  • First Carolina Financial Services was a new Level Four Advisory Services position in Q3 2026.
  • First Carolina Financial Services made up 0.01% of Level Four Advisory Services's portfolio in Q3 2026, its #652 holding.
  • 24 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.