Summit Asset Management’s First Carolina Financial Services FCBM Stock Holding History

Summit Asset 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	$202K	Buy	+16,000	New	+$203K	0.03%	179

Other funds holding FCBM

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 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

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Summit Asset Management's FCBM Position: Q3 2026 in Review

Summit Asset Management opened a new position in First Carolina Financial Services (FCBM) in Q3 2026: 16,000 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings.

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

Summit Asset Management held 16,000 shares of First Carolina Financial Services worth $202K as of Q3 2026.
First Carolina Financial Services was a new Summit Asset Management position in Q3 2026.
First Carolina Financial Services made up 0.03% of Summit Asset Management's portfolio in Q3 2026, its #179 holding.
17 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.