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Pinnacle Wealth Planning Services’s FVCBankcorp FVCB Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.04K Hold
174
– – ﹤0.01% 2393
2026
Q1 		$2.64K Hold
174
– – ﹤0.01% 2397
2025
Q4 		$2.42K Buy
+174
New +$2.23K ﹤0.01% 2444

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

Pinnacle Wealth Planning Services's FVCB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its FVCBankcorp (FVCB) position steady in Q2 2026 at 174 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Pinnacle Wealth Planning Services first reported a position in FVCB in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 174 shares of FVCBankcorp worth $3.04K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FVCBankcorp share count unchanged in Q2 2026.
  • FVCBankcorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2393 holding.
  • Pinnacle Wealth Planning Services first reported a position in FVCBankcorp in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.