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Independent Financial Group’s FVCBankcorp FVCB Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-34,562
Closed -$372K – 914
2023
Q2 		$372K Hold
34,562
– – 0.03% 557
2023
Q1 		$368K Sell
34,562
-1
-0% -$14 0.03% 536
2022
Q4 		$527K Hold
34,563
– – 0.05% 407
2022
Q3 		$530K Hold
34,563
– – 0.05% 383
2022
Q2 		$521K Hold
34,563
– – 0.06% 374
2022
Q1 		$574K Hold
34,563
– – 0.05% 389
2021
Q4 		$544K Buy
+34,563
New +$561K 0.05% 399

Other funds holding FVCB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Financial Group's FVCB Position: Q3 2023 in Review

Independent Financial Group sold out of FVCBankcorp (FVCB) in Q3 2023, closing a stake of 34,562 shares — an estimated $372K sold.

Independent Financial Group first reported a position in FVCB in Q4 2021 and held it in 7 quarters. The position peaked at $574K in Q1 2022. 62 funds tracked by Wall St. Rank hold FVCB as of Q3 2023.

  • Independent Financial Group reported no remaining FVCBankcorp position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 34,562 FVCBankcorp shares in Q3 2023, an estimated $372K.
  • Independent Financial Group first reported a position in FVCBankcorp in Q4 2021 and held it in 7 quarters.
  • Independent Financial Group's FVCBankcorp position peaked at $574K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held FVCBankcorp as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.