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Transamerica Financial Advisors’s First Capital FCAP Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-5
Closed -$296 – 1987
2025
Q4 		$296 Buy
+5
New +$247 ﹤0.01% 1464

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VCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
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FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transamerica Financial Advisors's FCAP Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of First Capital (FCAP) in Q1 2026, closing a stake of 5 shares — an estimated $296 sold.

Transamerica Financial Advisors first reported a position in FCAP in Q4 2025 and held it in 1 quarter. The position peaked at $296 in Q4 2025. 60 funds tracked by Wall St. Rank hold FCAP as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining First Capital position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 First Capital shares in Q1 2026, an estimated $296.
  • Transamerica Financial Advisors first reported a position in First Capital in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's First Capital position peaked at $296 in Q4 2025.
  • 60 funds tracked by Wall St. Rank held First Capital as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.