EWA
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EverSource Wealth Advisors’s First Capital FCAP Stock Holding History

EverSource Wealth Advisors’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 		$517 Hold
8
– – ﹤0.01% 4118
2026
Q1 		$397 Hold
8
– – ﹤0.01% 4101
2025
Q4 		$474 Buy
8
+1
+14% +$49 ﹤0.01% 3887
2025
Q3 		$321 Buy
+7
New +$285 ﹤0.01% 4043

Other funds holding FCAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $5.69B AUM 60.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's FCAP Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Capital (FCAP) position steady in Q2 2026 at 8 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

EverSource Wealth Advisors first reported a position in FCAP in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

  • EverSource Wealth Advisors held 8 shares of First Capital worth $517 as of Q2 2026.
  • EverSource Wealth Advisors left its First Capital share count unchanged in Q2 2026.
  • First Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4118 holding.
  • EverSource Wealth Advisors first reported a position in First Capital in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.