UBS Group’s First Carolina Financial Services FCBM Stock Holding History

UBS Group’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	$497K	Buy	+39,361	New	+$500K	﹤0.01%	6191

Other funds holding FCBM

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

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

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

UBS Group's FCBM Position: Q3 2026 in Review

UBS Group opened a new position in First Carolina Financial Services (FCBM) in Q3 2026: 39,361 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #6191 among its holdings.

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

UBS Group held 39,361 shares of First Carolina Financial Services worth $497K as of Q3 2026.
First Carolina Financial Services was a new UBS Group position in Q3 2026.
First Carolina Financial Services made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6191 holding.
32 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.