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 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

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

Evermay Wealth Management's FVCB Position: Q1 2026 in Review

Evermay Wealth Management reduced its FVCBankcorp (FVCB) stake by 15% in Q1 2026, selling an estimated $26.6K and leaving 10,300 shares worth $156K. 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 20 quarters since. The position peaked at $1.05M in Q2 2024. 103 funds tracked by Wall St. Rank hold FVCB as of Q1 2026.

Evermay Wealth Management held 10,300 shares of FVCBankcorp worth $156K as of Q1 2026.
Evermay Wealth Management sold 1,774 FVCBankcorp shares in Q1 2026, an estimated $26.6K.
FVCBankcorp made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #217 holding.
Evermay Wealth Management first reported a position in FVCBankcorp in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's FVCBankcorp position peaked at $1.05M in Q2 2024.
103 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.