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 Q3	$341K	Hold	5,532	–	–	0.01%	350
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

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FCAP Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its First Capital (FCAP) position steady in Q3 2026 at 5,532 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #350.

Forvis Mazars Wealth Advisors first reported a position in FCAP in Q2 2025 and has held it in 6 quarters since. The position peaked at $358K in Q2 2026. 9 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

Forvis Mazars Wealth Advisors held 5,532 shares of First Capital worth $341K as of Q3 2026.
Forvis Mazars Wealth Advisors left its First Capital share count unchanged in Q3 2026.
First Capital made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #350 holding.
Forvis Mazars Wealth Advisors first reported a position in First Capital in Q2 2025 and has held it in 6 quarters since.
Forvis Mazars Wealth Advisors's First Capital position peaked at $358K in Q2 2026.
9 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.