Essential Partners’s FVCBankcorp FVCB Stock Holding History

Essential Partners’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 Q3	$4.55K	Buy	261 +70	+37%	+$1.27K	﹤0.01%	1559
2026 Q2	$3.34K	Sell	191 -5	-3%	-$80	﹤0.01%	1737
2026 Q1	$2.98K	Buy	196 +1	+0.5%	+$15	﹤0.01%	1826
2025 Q4	$2.71K	Sell	195 -87	-31%	-$1.11K	﹤0.01%	1695
2025 Q3	$3.66K	Buy	282 +268	+1,914%	+$3.52K	﹤0.01%	1547
2025 Q2	$165	Buy	+14	New	+$157	﹤0.01%	1988

Other funds holding FVCB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's FVCB Position: Q3 2026 in Review

Essential Partners increased its FVCBankcorp (FVCB) stake by 37% in Q3 2026, buying an estimated $1.27K and bringing the position to 261 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Essential Partners first reported a position in FVCB in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold FVCB as of Q3 2026.

Essential Partners held 261 shares of FVCBankcorp worth $4.55K as of Q3 2026.
Essential Partners bought 70 FVCBankcorp shares in Q3 2026, an estimated $1.27K.
FVCBankcorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1559 holding.
Essential Partners first reported a position in FVCBankcorp in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held FVCBankcorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.