Sendero Wealth Management’s FirstCash FCFS Stock Holding History

Sendero Wealth Management’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 Q3	–	Sell	-1,449	Closed	-$313K	–	215
2026 Q2	$313K	Sell	1,449 -4,741	-77%	-$1.03M	0.03%	185
2026 Q1	$1.16M	Buy	6,190 +1	+0%	+$181	0.13%	95
2025 Q4	$986K	Sell	6,189 -1,391	-18%	-$219K	0.11%	108
2025 Q3	$1.2M	Hold	7,580	–	–	0.14%	85
2025 Q2	$1.02M	Buy	7,580 +88	+1%	+$11.3K	0.13%	97
2025 Q1	$901K	Buy	7,492 +1,098	+17%	+$125K	0.13%	97
2024 Q4	$662K	Buy	6,394 +2,781	+77%	+$300K	0.1%	112
2024 Q3	$415K	Hold	3,613	–	–	0.07%	134
2024 Q2	$379K	Sell	3,613 -1,019	-22%	-$120K	0.06%	132
2024 Q1	$591K	Hold	4,632	–	–	0.1%	112
2023 Q4	$502K	Sell	4,632 -1,026	-18%	-$111K	0.09%	117
2023 Q3	$568K	Buy	5,658 +865	+18%	+$81.7K	0.12%	103
2023 Q2	$447K	Buy	4,793 +710	+17%	+$69.4K	0.1%	117
2023 Q1	$389K	Buy	4,083 +680	+20%	+$61.4K	0.12%	80
2022 Q4	$296K	Buy	+3,403	New	+$301K	0.11%	85

Other funds holding FCFS

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

MCRM

Midway Capital Research & Management Chicago, Illinois $118M AUM 30.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sendero Wealth Management's FCFS Position: Q3 2026 in Review

Sendero Wealth Management sold out of FirstCash (FCFS) in Q3 2026, closing a stake of 1,449 shares — an estimated $313K sold.

Sendero Wealth Management first reported a position in FCFS in Q4 2022 and held it in 15 quarters. The position peaked at $1.2M in Q3 2025. 61 funds tracked by Wall St. Rank hold FCFS as of Q3 2026.

Sendero Wealth Management reported no remaining FirstCash position as of Q3 2026 after selling out during the quarter.
Sendero Wealth Management sold 1,449 FirstCash shares in Q3 2026, an estimated $313K.
Sendero Wealth Management first reported a position in FirstCash in Q4 2022 and held it in 15 quarters.
Sendero Wealth Management's FirstCash position peaked at $1.2M in Q3 2025.
61 funds tracked by Wall St. Rank held FirstCash as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.