Jones Financial Companies
FCAP icon

Jones Financial Companies’s First Capital FCAP Stock Holding History

Jones Financial Companies’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
Q1 		$4.94K Hold
100
– – ﹤0.01% 3846
2025
Q4 		$5.92K Hold
100
– – ﹤0.01% 3433
2025
Q3 		$4.6K Hold
100
– – ﹤0.01% 3393
2025
Q2 		$4.14K Hold
100
– – ﹤0.01% 3197
2025
Q1 		$3.82K Hold
100
– – ﹤0.01% 3041
2024
Q4 		$3.19K Buy
+100
New +$3.36K ﹤0.01% 2885

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SCP
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State Street
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies's FCAP Position: Q1 2026 in Review

Jones Financial Companies held its First Capital (FCAP) position steady in Q1 2026 at 100 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Jones Financial Companies first reported a position in FCAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.92K in Q4 2025. 60 funds tracked by Wall St. Rank hold FCAP as of Q1 2026.

  • Jones Financial Companies held 100 shares of First Capital worth $4.94K as of Q1 2026.
  • Jones Financial Companies left its First Capital share count unchanged in Q1 2026.
  • First Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3846 holding.
  • Jones Financial Companies first reported a position in First Capital in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's First Capital position peaked at $5.92K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held First Capital as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.