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EverSource Wealth Advisors’s FVCBankcorp FVCB Stock Holding History

EverSource Wealth Advisors’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 		$2.33K Buy
133
+48
+56% +$766 ﹤0.01% 3666
2026
Q1 		$1.29K Buy
85
+12
+16% +$180 ﹤0.01% 3775
2025
Q4 		$1.01K Buy
73
+18
+33% +$230 ﹤0.01% 3706
2025
Q3 		$714 Buy
55
+49
+817% +$644 ﹤0.01% 3850
2025
Q2 		$71 Buy
+6
New +$67 ﹤0.01% 4163

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's FVCB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its FVCBankcorp (FVCB) stake by 56% in Q2 2026, buying an estimated $766 and bringing the position to 133 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

EverSource Wealth Advisors first reported a position in FVCB in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • EverSource Wealth Advisors held 133 shares of FVCBankcorp worth $2.33K as of Q2 2026.
  • EverSource Wealth Advisors bought 48 FVCBankcorp shares in Q2 2026, an estimated $766.
  • FVCBankcorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3666 holding.
  • EverSource Wealth Advisors first reported a position in FVCBankcorp in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.