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 Q2	–	Sell	-1	Closed	-$50	–	1330
2026 Q1	$50	Buy	+1	New	+$52	﹤0.01%	3376

Other funds holding FCAP

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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's FCAP Position: Q2 2026 in Review

Root Financial Partners sold out of First Capital (FCAP) in Q2 2026, closing a stake of 1 share — an estimated $50 sold.

Root Financial Partners first reported a position in FCAP in Q1 2026 and held it in 1 quarter. The position peaked at $50 in Q1 2026. 62 funds tracked by Wall St. Rank hold FCAP as of Q2 2026.

Root Financial Partners reported no remaining First Capital position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 First Capital share in Q2 2026, an estimated $50.
Root Financial Partners first reported a position in First Capital in Q1 2026 and held it in 1 quarter.
Root Financial Partners's First Capital position peaked at $50 in Q1 2026.
62 funds tracked by Wall St. Rank held First Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.