Skip to main content

FIRST CHARTER CORP /NC/ hedge fund holdings

FCTR
$37.68-0.01 (-0.04%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FCTR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+5.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025411$961K$20.5M29Aug 14, 2025
Q3 2025414$1.58M$12.5M27Nov 14, 2025
Q4 2025512$708K$4.38M25Feb 14, 2026
Q1 2026613$531K$3.58M22May 15, 2026
Q2 202695$5.54M$1.47M26Aug 14, 2026

Quarterly action breakdown

Q2 2026
26 filers
New position
6
$3.72M+91.1K sh
Increased
3
$1.82M+44.7K sh
Reduced
4
-$1.47M-36K sh
Out / sold
1
-$1.27K-31 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Summit Financial, LLCNew Buy+$2.64M$2.64M0.03%Aug 12, 2026
BlueChip Wealth Advisors LLCNew Buy+$213K$213K0.08%Jul 30, 2026
Lunt Capital Management, Inc.Reduce 1.49%-$176K$11.6M4.27%Jul 30, 2026
Geneos Wealth Management Inc.Reduce 1.38%-$173K$12.4M0.25%Aug 6, 2026
Atria Investments, IncAdded 23.50%+$69.7K$366K0.00%Jul 28, 2026
Soltis Investment Advisors LLCReduce 0.35%-$18K$5.07M0.28%Jul 31, 2026
GeoWealth Management, LLCAdded 0.74%+$7.31K$992K0.03%Jul 30, 2026
Marshall & Sterling Wealth Advisors Inc.Sell 100%-$1.11K$00.00%Jul 21, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.