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Essential Partners’s First Capital FCAP Stock Holding History

Essential 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 		$185 Sell
3
-7
-70% -$439 ﹤0.01% 2612
2026
Q2 		$646 Sell
10
-30
-75% -$1.73K ﹤0.01% 2408
2026
Q1 		$1.98K Sell
40
-1
-2% -$52 ﹤0.01% 2008
2025
Q4 		$2.43K Sell
41
-5
-11% -$247 ﹤0.01% 1735
2025
Q3 		$2.11K Buy
+46
New +$1.87K ﹤0.01% 1775

Other funds holding FCAP

Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FCAP Position: Q3 2026 in Review

Essential Partners reduced its First Capital (FCAP) stake by 70% in Q3 2026, selling an estimated $439 and leaving 3 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Essential Partners first reported a position in FCAP in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.43K in Q4 2025. 8 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

  • Essential Partners held 3 shares of First Capital worth $185 as of Q3 2026.
  • Essential Partners sold 7 First Capital shares in Q3 2026, an estimated $439.
  • First Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2612 holding.
  • Essential Partners first reported a position in First Capital in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's First Capital position peaked at $2.43K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.