Evermay Wealth Management’s FVCBankcorp FVCB Stock Holding History

Evermay 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	$180K	Hold	10,300	–	–	0.02%	217
2026 Q1	$156K	Sell	10,300 -1,774	-15%	-$26.6K	0.02%	217
2025 Q4	$168K	Hold	12,074	–	–	0.02%	213
2025 Q3	$157K	Sell	12,074 -1,000	-8%	-$13.1K	0.02%	216
2025 Q2	$154K	Hold	13,074	–	–	0.02%	219
2025 Q1	$138K	Hold	13,074	–	–	0.02%	225
2024 Q4	$164K	Buy	13,074 +2,454	+23%	+$32.5K	0.02%	214
2024 Q3	$139K	Sell	10,620 -85,294	-89%	-$1M	0.02%	234
2024 Q2	$1.05M	Buy	95,914 +78,064	+437%	+$865K	0.17%	78
2024 Q1	$217K	Hold	17,850	–	–	0.03%	193
2023 Q4	$253K	Hold	17,850	–	–	0.05%	159
2023 Q3	$229K	Hold	17,850	–	–	0.05%	157
2023 Q2	$192K	Hold	17,850	–	–	0.04%	182
2023 Q1	$190K	Sell	17,850 -1	-0%	-$14	0.04%	180
2022 Q4	$272K	Hold	17,851	–	–	0.06%	143
2022 Q3	$274K	Hold	17,851	–	–	0.05%	140
2022 Q2	$269K	Hold	17,851	–	–	0.05%	140
2022 Q1	$296K	Buy	17,851 +9,760	+121%	+$161K	0.05%	154
2021 Q4	$127K	Hold	8,091	–	–	0.02%	204
2021 Q3	$129K	Hold	8,091	–	–	0.03%	198
2021 Q2	$112K	Buy	+8,091	New	+$114K	0.02%	214

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 $3.37T AUM 44.26% 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

Evermay Wealth Management's FVCB Position: Q2 2026 in Review

Evermay Wealth Management held its FVCBankcorp (FVCB) position steady in Q2 2026 at 10,300 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #217.

Evermay Wealth Management first reported a position in FVCB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2024. 119 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

Evermay Wealth Management held 10,300 shares of FVCBankcorp worth $180K as of Q2 2026.
Evermay Wealth Management left its FVCBankcorp share count unchanged in Q2 2026.
FVCBankcorp made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #217 holding.
Evermay Wealth Management first reported a position in FVCBankcorp in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's FVCBankcorp position peaked at $1.05M in Q2 2024.
119 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.