Sequoia Financial Advisors’s FVCBankcorp FVCB Stock Holding History

Sequoia Financial 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	$342K	Buy	19,553 +124	+0.6%	+$1.98K	﹤0.01%	1578
2026 Q1	$295K	Hold	19,429	–	–	﹤0.01%	1579
2025 Q4	$270K	Hold	19,429	–	–	﹤0.01%	1618
2025 Q3	$252K	Hold	19,429	–	–	﹤0.01%	1488
2025 Q2	$229K	Hold	19,429	–	–	﹤0.01%	1418
2025 Q1	$205K	Sell	19,429 -352	-2%	-$4.03K	﹤0.01%	1262
2024 Q4	$249K	Hold	19,781	–	–	﹤0.01%	1112
2024 Q3	$258K	Hold	19,781	–	–	﹤0.01%	1044
2024 Q2	$216K	Hold	19,781	–	–	﹤0.01%	1066
2024 Q1	$241K	Hold	19,781	–	–	﹤0.01%	962
2023 Q4	$281K	Hold	19,781	–	–	﹤0.01%	957
2023 Q3	$253K	Hold	19,781	–	–	﹤0.01%	758
2023 Q2	$213K	Buy	19,781 +2,494	+14%	+$24.9K	﹤0.01%	847
2023 Q1	$184K	Sell	17,287 -1	-0%	-$14	﹤0.01%	773
2022 Q4	$264K	Buy	+17,288	New	+$272K	0.01%	632

Other funds holding FVCB

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Sequoia Financial Advisors's FVCB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its FVCBankcorp (FVCB) stake by 0.64% in Q2 2026, buying an estimated $1.98K and bringing the position to 19,553 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Sequoia Financial Advisors first reported a position in FVCB in Q4 2022 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold FVCB as of Q2 2026.

Sequoia Financial Advisors held 19,553 shares of FVCBankcorp worth $342K as of Q2 2026.
Sequoia Financial Advisors bought 124 FVCBankcorp shares in Q2 2026, an estimated $1.98K.
FVCBankcorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1578 holding.
Sequoia Financial Advisors first reported a position in FVCBankcorp in Q4 2022 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held FVCBankcorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.