Wellington Management Group’s First Carolina Financial Services FCBM Stock Holding History

Wellington Management 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 Q2	$15.6M	Buy	+1,180,612	New	+$15.2M	﹤0.01%	1162

Other funds holding FCBM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 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

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Wellington Management Group's FCBM Position: Q2 2026 in Review

Wellington Management Group opened a new position in First Carolina Financial Services (FCBM) in Q2 2026: 1,180,612 shares worth $15.6M. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

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

Wellington Management Group held 1,180,612 shares of First Carolina Financial Services worth $15.6M as of Q2 2026.
First Carolina Financial Services was a new Wellington Management Group position in Q2 2026.
First Carolina Financial Services made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1162 holding.
31 funds tracked by Wall St. Rank held First Carolina Financial Services as of Q2 2026.

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