Institute for Wealth Management’s FirstCash FCFS Stock Holding History

Institute for Wealth Management’s Portfolio FCFS Stock Details FCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.9K	Buy	+180	New	+$39.1K	﹤0.01%	939

Other funds holding FCFS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's FCFS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in FirstCash (FCFS) in Q2 2026: 180 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

259 funds tracked by Wall St. Rank hold FCFS as of Q2 2026.

Institute for Wealth Management held 180 shares of FirstCash worth $38.9K as of Q2 2026.
FirstCash was a new Institute for Wealth Management position in Q2 2026.
FirstCash made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #939 holding.
259 funds tracked by Wall St. Rank held FirstCash as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.