OF
FCFS icon

Optimize Financial’s FirstCash FCFS Stock Holding History

Optimize Financial’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
Q1 		– Sell
-3,112
Closed -$496K – 365
2025
Q4 		$496K Buy
3,112
+44
+1% +$6.93K 0.25% 129
2025
Q3 		$486K Buy
+3,068
New +$429K 0.25% 116

Other funds holding FCFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimize Financial's FCFS Position: Q1 2026 in Review

Optimize Financial sold out of FirstCash (FCFS) in Q1 2026, closing a stake of 3,112 shares — an estimated $496K sold.

Optimize Financial first reported a position in FCFS in Q3 2025 and held it in 2 quarters. The position peaked at $496K in Q4 2025. 468 funds tracked by Wall St. Rank hold FCFS as of Q1 2026.

  • Optimize Financial reported no remaining FirstCash position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 3,112 FirstCash shares in Q1 2026, an estimated $496K.
  • Optimize Financial first reported a position in FirstCash in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's FirstCash position peaked at $496K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held FirstCash as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.