Covestor’s First Capital FCAP Stock Holding History

Covestor’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	$0	Buy	9 +2	+29%	+$103	﹤0.01%	2418
2025 Q4	$0	Sell	7 -2	-22%	-$99	﹤0.01%	2400
2025 Q3	$0	Buy	+9	New	+$366	﹤0.01%	2430

Other funds holding FCAP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Covestor's FCAP Position: Q1 2026 in Review

Covestor increased its First Capital (FCAP) stake by 29% in Q1 2026, buying an estimated $103 and bringing the position to 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Covestor first reported a position in FCAP in Q3 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FCAP as of Q1 2026.

Covestor held 9 shares of First Capital worth $0 as of Q1 2026.
Covestor bought 2 First Capital shares in Q1 2026, an estimated $103.
First Capital made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2418 holding.
Covestor first reported a position in First Capital in Q3 2025 and has held it in 3 quarters since.
60 funds tracked by Wall St. Rank held First Capital as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.