Root Financial Partners
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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
Q3 		$185 Buy
+3
New +$188 ﹤0.01% 3529
2026
Q2 		– Sell
-1
Closed -$50 – 1330
2026
Q1 		$50 Buy
+1
New +$52 ﹤0.01% 3376

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

Root Financial Partners opened a new position in First Capital (FCAP) in Q3 2026: 3 shares worth $185. The stake represents ﹤0.01% of the portfolio and ranks #3529 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FCAP as recently as Q1 2026.

Root Financial Partners first reported a position in FCAP in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

  • Root Financial Partners held 3 shares of First Capital worth $185 as of Q3 2026.
  • First Capital was a new Root Financial Partners position in Q3 2026.
  • First Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3529 holding.
  • Root Financial Partners first reported a position in First Capital in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.