Root Financial Partners
FVCB icon

Root Financial Partners’s FVCBankcorp FVCB Stock Holding History

Root Financial Partners’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
Q3 		$2.34K Buy
+134
New +$2.44K ﹤0.01% 2574
2026
Q2 		– Sell
-15
Closed -$228 – 1467
2026
Q1 		$228 Buy
+15
New +$225 ﹤0.01% 3118

Other funds holding FVCB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Westbourne Investments
Westbourne Investments Alexandria, Virginia $239M AUM 38.28% 1-Year Est. Return

Root Financial Partners's FVCB Position: Q3 2026 in Review

Root Financial Partners opened a new position in FVCBankcorp (FVCB) in Q3 2026: 134 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #2574 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FVCB as recently as Q1 2026.

Root Financial Partners first reported a position in FVCB in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold FVCB as of Q3 2026.

  • Root Financial Partners held 134 shares of FVCBankcorp worth $2.34K as of Q3 2026.
  • FVCBankcorp was a new Root Financial Partners position in Q3 2026.
  • FVCBankcorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2574 holding.
  • Root Financial Partners first reported a position in FVCBankcorp in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held FVCBankcorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.