Signals

← Signals

☆FCBM

27 in-universe funds with a nonzero position in FCBM within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-18 8-K Item(s) 5.02, 7.01, 9.01
2026-07-30 8-K Item(s) 2.02, 9.01
2026-06-22 8-K Item(s) 5.03, 8.01, 9.01
2024-12-27 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2022-04-21 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2022-04-07 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2020-10-05 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2019-12-11 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2019-03-05 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2018-03-06 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2016-03-16 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2014-03-05 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)
2011-11-08 Ownership Dilution filing by First Carolina Financial Services, Inc. (D)

Flow ranking

Rank#17413
Score / z0.000 / -0.02
Consensus10.81 over 27 funds
Momentumnot computed

Price & positioning

40 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-18 8-K 5.02, 7.01, 9.01
2026-07-30 8-K 2.02, 9.01
2026-06-22 8-K 5.03, 8.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-12-27 D First Carolina Financial Servi
2022-04-21 D First Carolina Financial Servi
2022-04-07 D First Carolina Financial Servi
2020-10-05 D First Carolina Financial Servi
2019-12-11 D First Carolina Financial Servi
2019-03-05 D First Carolina Financial Servi
2018-03-06 D First Carolina Financial Servi
2016-03-16 D First Carolina Financial Servi
2014-03-05 D First Carolina Financial Servi
2011-11-08 D First Carolina Financial Servi
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANC FUNDS CO LLC CIK 0001029311 0.330 92 17.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENDON CAPITAL ADVISORS CORP CIK 0001177043 0.249 46 9.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOUR CAPITAL ADVISORS INC CIK 0001218749 0.533 35 6.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Ridge Capital Partners, LLC CIK 0001591546 0.211 134 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenthal | Henry Capital Advisors, Inc. CIK 0001697539 0.164 48 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Siena Capital Partners GP, LLC CIK 0001694886 0.307 101 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mink Brook Asset Management LLC CIK 0002052205 0.431 52 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FCBM). Qtrs Held counts distinct quarters this fund has actually held FCBM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FCBM position size. Δ columns are the percentage-point change in FCBM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status