Creative Planning
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Creative Planning’s FVCBankcorp FVCB Stock Holding History

Creative Planning’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 		$311K Buy
17,794
+4,273
+32% +$68.2K ﹤0.01% 3529
2026
Q1 		$205K Buy
+13,521
New +$203K ﹤0.01% 3715

Other funds holding FVCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
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

Creative Planning's FVCB Position: Q2 2026 in Review

Creative Planning increased its FVCBankcorp (FVCB) stake by 32% in Q2 2026, buying an estimated $68.2K and bringing the position to 17,794 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

Creative Planning first reported a position in FVCB in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • Creative Planning held 17,794 shares of FVCBankcorp worth $311K as of Q2 2026.
  • Creative Planning bought 4,273 FVCBankcorp shares in Q2 2026, an estimated $68.2K.
  • FVCBankcorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3529 holding.
  • Creative Planning first reported a position in FVCBankcorp in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.