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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $4.97B AUM 44.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial's FCAP Position: Q1 2026 in Review

Allworth Financial increased its First Capital (FCAP) stake by 7.7% in Q1 2026, buying an estimated $52 and bringing the position to 14 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Allworth Financial first reported a position in FCAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $770 in Q4 2025. 60 funds tracked by Wall St. Rank hold FCAP as of Q1 2026.

  • Allworth Financial held 14 shares of First Capital worth $695 as of Q1 2026.
  • Allworth Financial bought 1 First Capital share in Q1 2026, an estimated $52.
  • First Capital made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4663 holding.
  • Allworth Financial first reported a position in First Capital in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's First Capital position peaked at $770 in Q4 2025.
  • 60 funds tracked by Wall St. Rank held First Capital as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.