Invesco

Invesco’s FVCBankcorp FVCB Stock Holding History

Invesco’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	–	Sell	-10,064	Closed	-$140K	–	3779
2025 Q4	$140K	Buy	+10,064	New	+$129K	﹤0.01%	3601
2024 Q3	–	Sell	-22,386	Closed	-$244K	–	3801
2024 Q2	$244K	Sell	22,386 -6,323	-22%	-$70.1K	﹤0.01%	3557
2024 Q1	$350K	Buy	+28,709	New	+$357K	﹤0.01%	3477
2023 Q1	–	Sell	-17,079	Closed	-$261K	–	3917
2022 Q4	$261K	Buy	+17,079	New	+$269K	﹤0.01%	3576
2022 Q3	–	Sell	-43,928	Closed	-$662K	–	4014
2022 Q2	$662K	Buy	43,928 +16,498	+60%	+$264K	﹤0.01%	3196
2022 Q1	$455K	Buy	+27,430	New	+$454K	﹤0.01%	3440
2019 Q3	–	Sell	-30,024	Closed	-$466K	–	3693
2019 Q2	$466K	Buy	30,024 +10,219	+52%	+$142K	﹤0.01%	3338
2019 Q1	$268K	Sell	19,805 -11,483	-37%	-$161K	﹤0.01%	3525
2018 Q4	$441K	Buy	+31,288	New	+$471K	﹤0.01%	3320

Other funds holding FVCB

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ategra Capital Management Vienna, Virginia $180M AUM 23.33% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return