Barlow Wealth Partners
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Barlow Wealth Partners’s First Capital FCAP Stock Holding History

Barlow Wealth Partners’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
Q3 		$347K Buy
5,372
+22
+0.4% +$1.38K 0.04% 104
2026
Q2 		$326K Buy
5,350
+20
+0.4% +$1.15K 0.04% 114
2026
Q1 		$291K Buy
5,330
+26
+0.5% +$1.34K 0.03% 117
2025
Q4 		$273K Buy
5,304
+21
+0.4% +$1.04K 0.03% 117
2025
Q3 		$223K Buy
5,283
+30
+0.6% +$1.22K 0.02% 123
2025
Q2 		$223K Hold
5,253
– – 0.03% 125
2025
Q1 		$256K Buy
+5,253
New +$185K 0.03% 112

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Sterling Capital Management
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Mather Group
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Farther Finance Advisors
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Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Barlow Wealth Partners's FCAP Position: Q3 2026 in Review

Barlow Wealth Partners increased its First Capital (FCAP) stake by 0.41% in Q3 2026, buying an estimated $1.38K and bringing the position to 5,372 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #104.

Barlow Wealth Partners first reported a position in FCAP in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

  • Barlow Wealth Partners held 5,372 shares of First Capital worth $347K as of Q3 2026.
  • Barlow Wealth Partners bought 22 First Capital shares in Q3 2026, an estimated $1.38K.
  • First Capital made up 0.04% of Barlow Wealth Partners's portfolio in Q3 2026, its #104 holding.
  • Barlow Wealth Partners first reported a position in First Capital in Q1 2025 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.