Modera Wealth Management’s First Carolina Financial Services FCBM Stock Holding History

Modera Wealth 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	$505K	Buy	+40,000	New	+$508K	0.01%	463

Other funds holding FCBM

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

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 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

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

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Modera Wealth Management's FCBM Position: Q3 2026 in Review

Modera Wealth Management opened a new position in First Carolina Financial Services (FCBM) in Q3 2026: 40,000 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings.

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

Modera Wealth Management held 40,000 shares of First Carolina Financial Services worth $505K as of Q3 2026.
First Carolina Financial Services was a new Modera Wealth Management position in Q3 2026.
First Carolina Financial Services made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #463 holding.
11 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.