Steward Financial Group’s FirstCash FCFS Stock Holding History

Steward Financial Group’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
2023 Q3	$3K	Buy	+38	New	+$3.59K	﹤0.01%	824
2023 Q2	–	Sell	-39	Closed	-$3K	–	650
2023 Q1	$3K	Buy	39 +22	+129%	+$1.99K	﹤0.01%	412
2022 Q4	$1K	Buy	+17	New	+$1.5K	﹤0.01%	415
2022 Q3	–	Sell	-22	Closed	-$1K	–	508
2022 Q2	$1K	Buy	+22	New	+$1.58K	﹤0.01%	727

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's FCFS Position: Q3 2023 in Review

Steward Financial Group opened a new position in FirstCash (FCFS) in Q3 2023: 38 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FCFS as recently as Q1 2023.

Steward Financial Group first reported a position in FCFS in Q2 2022 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold FCFS as of Q3 2023.

Steward Financial Group held 38 shares of FirstCash worth $3K as of Q3 2023.
FirstCash was a new Steward Financial Group position in Q3 2023.
FirstCash made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #824 holding.
Steward Financial Group first reported a position in FirstCash in Q2 2022 and has held it in 4 quarters since.
270 funds tracked by Wall St. Rank held FirstCash as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.