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First Capital shares owned by CWM

Quarter-by-quarter ownership of First Capital (FCAP) shares owned by CWM from 13F filings

Historical chart of CWM investment in First Capital

Tip: Access up to 7 years of quarterly data

All positions including First Capital held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Capital by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 1.0k 59.46
2025-09-30 $46k 997 46.14
2025-06-30 $31k 742 41.78

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Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding First Capital

Vanguard Group
BlackRock
Geode Capital Management
Siena Capital Management
Farther Finance Advisors
State Street Corporation
Bridgeway Capital Management
HighTower Advisors
Dimensional Fund Advisors
Northern Trust
UBS Group
Empowered Funds
Arrowstreet Capital, Limited Partnership
Mariner Wealth Advisors
Raymond James Financial

View all funds holding First Capital