RFP
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Root Financial Partners’s First Capital FCAP Stock Holding History

Root Financial Partners’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 		$50 Buy
+1
New +$52 ﹤0.01% 3376

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VCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
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

Root Financial Partners's FCAP Position: Q1 2026 in Review

Root Financial Partners opened a new position in First Capital (FCAP) in Q1 2026: 1 share worth $50. The stake represents ﹤0.01% of the portfolio and ranks #3376 among its holdings.

60 funds tracked by Wall St. Rank hold FCAP as of Q1 2026.

  • Root Financial Partners held 1 share of First Capital worth $50 as of Q1 2026.
  • First Capital was a new Root Financial Partners position in Q1 2026.
  • First Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3376 holding.
  • 60 funds tracked by Wall St. Rank held First Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.