Forvis Mazars Wealth Advisors’s First Capital FCAP Stock Holding History

Forvis Mazars 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	$358K	Hold	5,532	–	–	0.01%	351
2026 Q1	$275K	Hold	5,532	–	–	0.01%	369
2025 Q4	$327K	Hold	5,532	–	–	0.01%	342
2025 Q3	$253K	Hold	5,532	–	–	0.01%	371
2025 Q2	$228K	Buy	+5,532	New	+$248K	﹤0.01%	383

Other funds holding FCAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FCAP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its First Capital (FCAP) position steady in Q2 2026 at 5,532 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #351.

Forvis Mazars Wealth Advisors first reported a position in FCAP in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,532 shares of First Capital worth $358K as of Q2 2026.
Forvis Mazars Wealth Advisors left its First Capital share count unchanged in Q2 2026.
First Capital made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #351 holding.
Forvis Mazars Wealth Advisors first reported a position in First Capital in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.