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 Q2	$422K	Hold	24,088	–	–	0.01%	252
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Cassaday & Co Wealth Management's FVCB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its FVCBankcorp (FVCB) position steady in Q2 2026 at 24,088 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #252.

Cassaday & Co Wealth Management first reported a position in FVCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $470K in Q4 2022. 118 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

Cassaday & Co Wealth Management held 24,088 shares of FVCBankcorp worth $422K as of Q2 2026.
Cassaday & Co Wealth Management left its FVCBankcorp share count unchanged in Q2 2026.
FVCBankcorp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #252 holding.
Cassaday & Co Wealth Management first reported a position in FVCBankcorp in Q4 2022 and has held it in 15 quarters since.
Cassaday & Co Wealth Management's FVCBankcorp position peaked at $470K in Q4 2022.
118 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.