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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
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

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ategra Capital Management Vienna, Virginia $201M 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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Modera Wealth Management's FVCB Position: Q1 2026 in Review

Modera Wealth Management reduced its FVCBankcorp (FVCB) stake by 44% in Q1 2026, selling an estimated $254K and leaving 21,438 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Modera Wealth Management first reported a position in FVCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $831K in Q1 2025. 103 funds tracked by Wall St. Rank hold FVCB as of Q1 2026.

  • Modera Wealth Management held 21,438 shares of FVCBankcorp worth $326K as of Q1 2026.
  • Modera Wealth Management sold 16,931 FVCBankcorp shares in Q1 2026, an estimated $254K.
  • FVCBankcorp made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #521 holding.
  • Modera Wealth Management first reported a position in FVCBankcorp in Q1 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's FVCBankcorp position peaked at $831K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held FVCBankcorp as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.