Sterling Capital Management
FCAP icon

Sterling Capital Management’s First Capital FCAP Stock Holding History

Sterling Capital Management’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 		$4K Buy
65
+4
+7% +$251 ﹤0.01% 2951
2026
Q2 		$3.94K Sell
61
-47
-44% -$2.71K ﹤0.01% 2745
2026
Q1 		$5.36K Sell
108
-80
-43% -$4.13K ﹤0.01% 2695
2025
Q4 		$11.1K Sell
188
-37
-16% -$1.83K ﹤0.01% 2550
2025
Q3 		$10.3K Buy
225
+137
+156% +$5.57K ﹤0.01% 2471
2025
Q2 		$3.63K Buy
+88
New +$3.94K ﹤0.01% 2684

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Forvis Mazars Wealth Advisors
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sterling Capital Management's FCAP Position: Q3 2026 in Review

Sterling Capital Management increased its First Capital (FCAP) stake by 6.6% in Q3 2026, buying an estimated $251 and bringing the position to 65 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Sterling Capital Management first reported a position in FCAP in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q4 2025. 11 funds tracked by Wall St. Rank hold FCAP as of Q3 2026.

  • Sterling Capital Management held 65 shares of First Capital worth $4K as of Q3 2026.
  • Sterling Capital Management bought 4 First Capital shares in Q3 2026, an estimated $251.
  • First Capital made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2951 holding.
  • Sterling Capital Management first reported a position in First Capital in Q2 2025 and has held it in 6 quarters since.
  • Sterling Capital Management's First Capital position peaked at $11.1K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held First Capital as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.