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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
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

Other funds holding FCAP

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Barlow Wealth Partners's FCAP Position: Q2 2026 in Review

Barlow Wealth Partners increased its First Capital (FCAP) stake by 0.38% in Q2 2026, buying an estimated $1.15K and bringing the position to 5,350 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #114.

Barlow Wealth Partners first reported a position in FCAP in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

  • Barlow Wealth Partners held 5,350 shares of First Capital worth $326K as of Q2 2026.
  • Barlow Wealth Partners bought 20 First Capital shares in Q2 2026, an estimated $1.15K.
  • First Capital made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Barlow Wealth Partners first reported a position in First Capital in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.