Cassaday & Co Wealth Management’s FVCBankcorp FVCB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio FVCB Stock Details FVCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Hold	24,088	–	–	0.01%	264
2025 Q4	$335K	Hold	24,088	–	–	0.01%	267
2025 Q3	$312K	Hold	24,088	–	–	0.01%	276
2025 Q2	$284K	Hold	24,088	–	–	0.01%	281
2025 Q1	$255K	Hold	24,088	–	–	0.01%	282
2024 Q4	$303K	Hold	24,088	–	–	0.01%	253
2024 Q3	$314K	Hold	24,088	–	–	0.01%	232
2024 Q2	$263K	Hold	24,088	–	–	0.01%	245
2024 Q1	$293K	Hold	24,088	–	–	0.01%	231
2023 Q4	$342K	Hold	24,088	–	–	0.01%	189
2023 Q3	$309K	Hold	24,088	–	–	0.01%	189
2023 Q2	$259K	Hold	24,088	–	–	0.01%	215
2023 Q1	$257K	Sell	24,088 -6,738	-22%	-$91K	0.01%	221
2022 Q4	$470K	Buy	+30,826	New	+$485K	0.02%	151

Other funds holding FVCB

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

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

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Cassaday & Co Wealth Management's FVCB Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its FVCBankcorp (FVCB) position steady in Q1 2026 at 24,088 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #264.

Cassaday & Co Wealth Management first reported a position in FVCB in Q4 2022 and has held it in 14 quarters since. The position peaked at $470K in Q4 2022. 103 funds tracked by Wall St. Rank hold FVCB as of Q1 2026.

Cassaday & Co Wealth Management held 24,088 shares of FVCBankcorp worth $366K as of Q1 2026.
Cassaday & Co Wealth Management left its FVCBankcorp share count unchanged in Q1 2026.
FVCBankcorp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #264 holding.
Cassaday & Co Wealth Management first reported a position in FVCBankcorp in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's FVCBankcorp position peaked at $470K in Q4 2022.
103 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.