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Modera Wealth Management’s FVCBankcorp FVCB Stock Holding History

Modera 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
Q2 		– Sell
-21,438
Closed -$326K – 659
2026
Q1 		$326K Sell
21,438
-16,931
-44% -$254K ﹤0.01% 521
2025
Q4 		$534K Buy
38,369
+3,030
+9% +$38.8K 0.01% 441
2025
Q3 		$458K Hold
35,339
– – 0.01% 473
2025
Q2 		$417K Sell
35,339
-43,311
-55% -$485K 0.01% 479
2025
Q1 		$831K Buy
+78,650
New +$900K 0.01% 348

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 $3.37T AUM 44.26% 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

Modera Wealth Management's FVCB Position: Q2 2026 in Review

Modera Wealth Management sold out of FVCBankcorp (FVCB) in Q2 2026, closing a stake of 21,438 shares — an estimated $326K sold.

Modera Wealth Management first reported a position in FVCB in Q1 2025 and held it in 5 quarters. The position peaked at $831K in Q1 2025. 119 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • Modera Wealth Management reported no remaining FVCBankcorp position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 21,438 FVCBankcorp shares in Q2 2026, an estimated $326K.
  • Modera Wealth Management first reported a position in FVCBankcorp in Q1 2025 and held it in 5 quarters.
  • Modera Wealth Management's FVCBankcorp position peaked at $831K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.