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J.W. Cole Advisors’s FVCBankcorp FVCB Stock Holding History

J.W. Cole 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 		$215K Hold
12,268
– – ﹤0.01% 1472
2026
Q1 		$186K Hold
12,268
– – 0.01% 747
2025
Q4 		$171K Sell
12,268
-3,174
-21% -$40.6K ﹤0.01% 1326
2025
Q3 		$200K Hold
15,442
– – ﹤0.01% 1441
2025
Q2 		$182K Hold
15,442
– – ﹤0.01% 1372
2025
Q1 		$163K Sell
15,442
-900
-6% -$10.3K 0.01% 1178
2024
Q4 		$205K Hold
16,342
– – 0.01% 899
2024
Q3 		$213K Hold
16,342
– – 0.01% 886
2024
Q2 		$178K Sell
16,342
-1,800
-10% -$19.9K 0.01% 859
2024
Q1 		$221K Sell
18,142
-11,000
-38% -$137K 0.01% 802
2023
Q4 		$414K Buy
+29,142
New +$353K 0.02% 544

Other funds holding FVCB

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

J.W. Cole Advisors's FVCB Position: Q2 2026 in Review

J.W. Cole Advisors held its FVCBankcorp (FVCB) position steady in Q2 2026 at 12,268 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

J.W. Cole Advisors first reported a position in FVCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $414K in Q4 2023. 11 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • J.W. Cole Advisors held 12,268 shares of FVCBankcorp worth $215K as of Q2 2026.
  • J.W. Cole Advisors left its FVCBankcorp share count unchanged in Q2 2026.
  • FVCBankcorp made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1472 holding.
  • J.W. Cole Advisors first reported a position in FVCBankcorp in Q4 2023 and has held it in 11 quarters since.
  • J.W. Cole Advisors's FVCBankcorp position peaked at $414K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.