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Allworth Financial’s First Capital FCAP Stock Holding History

Allworth Financial’s Portfolio FCAP Stock Details FCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16K Buy
18
+4
+29% +$231 ﹤0.01% 4676
2026
Q1 		$695 Buy
14
+1
+8% +$52 ﹤0.01% 4663
2025
Q4 		$770 Hold
13
– – ﹤0.01% 4436
2025
Q3 		$596 Buy
+13
New +$529 ﹤0.01% 4389

Other funds holding FCAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's FCAP Position: Q2 2026 in Review

Allworth Financial increased its First Capital (FCAP) stake by 29% in Q2 2026, buying an estimated $231 and bringing the position to 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4676.

Allworth Financial first reported a position in FCAP in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

  • Allworth Financial held 18 shares of First Capital worth $1.16K as of Q2 2026.
  • Allworth Financial bought 4 First Capital shares in Q2 2026, an estimated $231.
  • First Capital made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4676 holding.
  • Allworth Financial first reported a position in First Capital in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.